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Lynn Bleecker Grier

Truist Investment Services, Inc.

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About Lynn Bleecker Grier

Lynn Bleecker Grier is a financial advisor with Truist Investment Services, Inc. Lynn has been in the financial services industry since 2011. Lynn holds the Series 7, 9, 10 and 63 licenses and the SIE. Lynn is registered in 53 states and the District of Columbia. Prior to joining Truist Investment Services, Inc., Lynn was a financial advisor at BB&T SECURITIES, LLC. and SCOTT & STRINGFELLOW, LLC.

Firm Information

Lynn Grier is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Lynn Grier’s Registration & Firm History

NC

02/17/2021 - Present

Truist Investment Services, Inc. (CHARLOTTE NC)

NC

01/02/2013 - 02/17/2021

BB&T SECURITIES, LLC (CHARLOTTE NC)

NC

07/13/2011 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/24/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/13/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynn Bleecker Grier.
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