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Lynne Broza

26 Years of Experience
Tinton Falls, NJ

Lynne Broza is a registered investment advisor at C & G Financial, LLC, based in Tinton Falls, NJ, with 26 years of industry experience. Lynne operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

C & G Financial does not provide investment management services. They recommend independent investment managers to clients who desire those services.

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Location

730 Hope Road, Tinton Falls, NJ, 07724

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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
C & G Financial, LLC
April 2007 - Present · 19 yrs 1 mo
Previous Registrations
Capital Analysts
June 2012 - April 2017 · 4 yrs 10 mos
Lincoln Investment
June 2012 - April 2017 · 4 yrs 10 mos
Lincoln InvestmentBroker
June 2012 - April 2017 · 4 yrs 10 mos
C & G Financial, LLC
October 2002 - December 2003 · 1 yr 2 mos
Capital Analysts Incorporated
July 2002 - June 2012 · 9 yrs 11 mos
Capital Analysts, IncorporatedBroker
March 2000 - June 2012 · 12 yrs 3 mos
New England SecuritiesBroker
February 1999 - December 1999 · 10 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
Lynne Broza - Financial Advisor | TrueAdvisor