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Lynsey Marie Richter

GR Financial Group, LLC

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About Lynsey Marie Richter

Lynsey Marie Richter is a registered Investment Advisor Representative with GR Financial Group, LLC. Lynsey has been working in the financial services industry since 2004. Lynsey has experience with Mutual Securities, Inc., Brookstreet Securities Corporation and UBS Financial Services Inc. Lynsey holds the Series 7, Series 66, and SIE exams. Lynsey is currently registered with the state of Arizona. Lynsey works with individuals, corporations, and high net worth individuals. Lynsey also has experience with insurance agent, real estate rentals.

Firm Information

Lynsey Richter is currently registered with GR Financial Group, LLC. GR Financial Group, LLC is a financial advisor headquartered in Tucson, Arizona. They manage over $814 million in assets and have a team of 4 licensed agents, 6 investment adviser representatives, and 1 registered representative. They provide financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals.
GR Financial Group, LLC

4556 E CAMP LOWELL

TUCSON, AZ 85712

$814.80M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Technology fee

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Lynsey Richter’s Registration & Firm History

AZ

02/03/2015 - Present

GR Financial Group, LLC (TUCSON AZ)

AZ

06/22/2007 - 09/02/2022

MUTUAL SECURITIES, INC. (TUCSON AZ)

AZ

10/26/2005 - 06/26/2007

BROOKSTREET SECURITIES CORPORATION (TUCSON AZ)

NJ

07/28/2004 - 11/17/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 09/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lynsey Marie Richter.
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