Lynn GriffardCRD Number: 3076413
Current Firm: Saxony Capital Management, LLC
Lynn Griffard (CRD# 3076413) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Saxony Capital Management, LLC||St. Louis, MO||Jan 2008 - Current||9|
|Saxony Securities Inc.||St. Louis, MO||Jun 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management185MILLIONS
Total Number of Accounts508ACCOUNTS
Average Account Value$363,273
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, HI, IL, MA, MI, MO, MT, NE, NH, NJ, NY, OH, PA, TX, WI