Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Le Goy is a financial advisor with Grove Point Advisors, LLC. Lynn Le Goy has been in the financial services industry since 2000. Lynn Le Goy has a Series 7, Series 63 and Series 66 licenses. Lynn Le Goy has been registered with Grove Point Advisors, LLC since April 2021. Prior to that Lynn Le Goy was registered with Calton & Associates, Inc. Lynn Le Goy is a Registered Investment Advisor (RIA) in Nevada.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
NV
11/22/2013 - 11/16/2016
CALTON & ASSOCIATES, INC. (Reno NV)
NV
07/01/2013 - 11/26/2013
GBS FINANCIAL CORP. (RENO NV)
NV
02/08/2011 - 07/08/2013
GREAT CIRCLE FINANCIAL (RENO NV)
NV
10/23/2009 - 01/12/2011
WADDELL & REED, INC. (RENO NV)
NV
08/11/2006 - 01/29/2008
GREAT CIRCLE FINANCIAL (RENO NV)
MO
10/09/2002 - 08/16/2004
EDWARD JONES (ST. LOUIS MO)
MO
07/26/2000 - 08/01/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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