Unclaimed Profile

Lynne A Monk

BW MANAGEMENT, LLC·HOOVER, Alabama

Clean recordBW MANAGEMENT, LLC

2158 BANEBERRY DRIVE, HOOVER, AL 35244CRD# 5770109Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynne A Monk · HOOVER, AL

Registration

CRD #5770109 · BW MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lynne A Monk is a registered financial advisor based in HOOVER, Alabama, affiliated with BW MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRIDGEWORTH, LLC

BRIDGEWORTH WEALTH MANAGEMENT

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRIDGEWORTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: THIRD-PARTY MANAGER FEES

Regulatory

SEC/IARD CRD# 5770109

Firm CRD# 164100

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lynne A Monk offer?

Lynne A Monk specializes in Financial Planning, Investment Management. Contact their office in HOOVER, Alabama for a consultation.

What are Lynne A Monk's credentials?

Lynne A Monk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynne A Monk located?

Lynne A Monk is based in HOOVER, Alabama, working with BW MANAGEMENT, LLC. Their office serves clients in the HOOVER metropolitan area and surrounding communities.

How does Lynne A Monk charge for services?

Lynne A Monk's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BW MANAGEMENT, LLC?

BW MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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