Gregg Lynch (CRD# 6397425) is an Investment Advisor Representative working at Avantax Advisory Services in Dade City, FL and has over 9 years of experience in the finance industry.
CRD# 2861943
Kestra Advisory Services, LLC
CRD# 1878718
Cetera Investment Advisers LLC
CRD# 6021018
J. W. Cole Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Dade City, FL | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Dade City, FL | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Dade City, FL | Jan 2017 - Current | 7 |
| Lynch, Cotton & Associates, Pa | Dade City, FL | Sep 1988 - Current | 35 |
| Lynch, Gregg & Lynch, Pa | Dade City, FL | Mar 1985 - Current | 39 |
| 1st Global Capital Corp | Dade City, FL | Feb 2015 - Oct 2019 | 4 |
| 1st Global Advisors, Inc. | Dade City, FL | Feb 2015 - Oct 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- FL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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