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Gregg Lynch

11 Years of Experience
Dade City, FL
Broker

Gregg Lynch is a registered investment advisor, based in Dade City, FL, with 11 years of industry experience.

Location

14114 Sixth St, Dade City, FL, 33525

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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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Other Business Activities

Gregg is the owner of LGL Wealth Management, LLC, a financial services firm, dedicating about 10-20% of his time. He also owns rental real estate and is the President of Lynch, Cotton & Associates, PA, a CPA firm, spending about a quarter of his time there.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
February 2015 - October 2019 · 4 yrs 8 mos
1st Global Capital CORP.Broker
January 2015 - October 2019 · 4 yrs 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.
Gregg Lynch - Financial Advisor | TrueAdvisor