Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Griffard is a financial advisor with over 13 years of experience in the financial industry. Lynn is registered with Saxony Capital Management, LLC, a firm with over 20 years of experience in financial management. Lynn Griffard is a Series 63, Series 65, Series 24, Series 26, Series 39, Series 7, Series 14, Series 82TO, and Series 99TO licensed professional. Lynn Griffard is a financial advisor with a wide range of experience in financial planning, portfolio management, selection of other advisors, and portfolio management for businesses and individuals. Lynn Griffard's previous employment was with Patrick Capital Markets, LLC. Lynn Griffard has a proven track record of success in helping individuals and families achieve their financial goals.
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.
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.
Consulting fees to ria's, finders fees, fees third party manager
1
2
MO
09/22/2008 - Present
Saxony Capital Management, LLC (SAINT LOUIS MO)
MO
04/11/2012 - 05/28/2021
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
BC
Issued 02/28/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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