Alison
Lynch
Buckingham Strategic Wealth, LLC
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About this Advisor
Alison Lynch is a financial advisor based out of Saint Louis, Missouri with 5 years of industry experience. Lynch is on the advisory team at Buckingham Strategic Wealth, LLC. Throughout their career, Lynch has worked at Bwtp/ Mason Road Wealth Advisor, Clarity Financial Planners and Buckingham Asset Management, LLC. Lynch has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Missouri. Buckingham Strategic Wealth, LLC is a firm that has its headquarters in Saint Louis, MO. It has offices in 48 locations and a total of 584 employees. It has $22 billion in assets under management between its 42,145 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 60 charities and foundations. Of its 42,145 client accounts, 45% are associated with high-net-worth investors who have more than $1 million in investable assets. Buckingham Strategic Wealth, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on which service is provided. However, fees charged by Buckingham Strategic Wealth, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alison Lynch Work History
Alison has been registered as a financial advisor for 5 years.*
Buckingham Asset Management, LLC
Clarity Financial Planners
Bwtp/ Mason Road Wealth Advisor
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alison Lynch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buckingham Strategic Wealth, LLC
Santa Rosa, CA
Saint Louis, MO
Indianapolis, IN
Bethesda, MD
Deerfield, IL
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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