Lynsey Richter
Lynsey Richter is a registered investment advisor at Gr Financial Group, LLC, based in Tucson, AZ, with 21 years of industry experience. Lynsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,563 clients with $980M 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 | Included |
Fee Estimator
Location
4556 E Camp Lowell, Tucson, AZ, 85712
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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
Lynsey is a member of GR Real Estate LLC, a real estate rental business, spending minimal time on it. She is also an insurance agent for GR FinancialGroup, LLC, selling life, long-term care, and medical insurance, dedicating minimal time to this activity as well.
Employment History
Current Registrations
Gr Financial Group, LLC
Previous Registrations
Bgr Financial Group, LLC
Mutual Securities, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
UBS Financial Services INC.Broker
State Registrations1 state
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.