Gregory Lynch, financial advisor Franklin TN

Gregory Lynch

CRD Number: 6574196
Current Firm: Foundations Investment Advisors LLC

Gregory Lynch (CRD# 6574196) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Franklin, TN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Foundations Investment Advisors, LLC Scottsdale, AZ Oct 2015 - Current 8
Premier Financial And Insurance Services, LLC Franklin, TN Jan 2010 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Gregory L. Lynch
By the Numbers
  • Total Assets Under Management
    4,694
    MILLIONS
  • Total Number of Accounts
    40,472
    ACCOUNTS
  • Average Account Value
    $115,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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