Gaylynn Loskill
Gaylynn Loskill is a registered investment advisor at Advisory Alpha, LLC, based in Prescott Valley, AZ, with 10 years of industry experience. Gaylynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.
Fee Estimator
Location
Prescott Valley, AZ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gaylynn owns Loskill Financial Group L.L.C., providing financial services and consulting, dedicating nearly full-time hours to this. She also operates the same entity as an insurance agency, selling and managing insurance products like annuities, life, and long-term care, also dedicating nearly full-time hours to this.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Tucker Asset Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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