Alison
Lynch

Buckingham Strategic Wealth, LLC

CRD#6776373
Investment Advisor
in Saint Louis, MO

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About this Advisor

Alison Lynch is a financial advisor based in Saint Louis, Missouri, working with Buckingham Strategic Wealth, LLC. Alison has previously held positions at Bwtp/ Mason Road Wealth Advisor, Clarity Financial Planners, and Buckingham Asset Management, LLC. Alison has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Alison is part of Buckingham Strategic Wealth, LLC, which operates out of Saint Louis, Missouri. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8182 Maryland Avenue Suite 500
Saint Louis, MO 63105

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

MO Average: $11,469,110,461
Total Number of Employees

645

MO Average: 458
Total Number of Accounts

50,014

MO Average: 33,415
Average Account Size

$576,325

MO Average: $343,232

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

2016 - Present (9 years)

Buckingham Asset Management, LLC

2015 - 2016 (1 year)

Clarity Financial Planners

1993 - 2015 (22 years)

Bwtp/ Mason Road Wealth Advisor

Created with Highcharts 6.0.7

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

Matthew Mckeand
Saint Louis, MO
Jack Moore
Ridgeland, MS
Waiyee Wong
Saint Louis, MO
Zachary Harmon
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Devon Sherwood
Portland, OR
Michael Heiser
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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