LG
LG

Lynn Gehoski

37 Years of Experience
Bay City, MI
Broker

Lynn Gehoski is a registered investment advisor at Raymond James & Associates, INC., based in Bay City, MI, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

122 Uptown Drive, Suite 401, Bay City, MI, 48708

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2010 - May 2018 · 7 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2010 - May 2018 · 8 yrs 2 mos
Wells Fargo Advisors, LLC
March 2010 - August 2010 · 5 mos
UBS Financial Services INC.Broker
July 2004 - April 2010 · 5 yrs 9 mos
UBS Financial Services INC.
July 2004 - December 2007 · 3 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2002 - July 2004 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1988 - July 2004 · 16 yrs 1 mo
State Registrations1 state
MI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.