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Lynsey Marie Richter

GR FINANCIAL GROUP, LLC·TUCSON, Arizona
SIE, Series 7, Series 66Clean record20 years registeredGR FINANCIAL GROUP, LLC
4556 E CAMP LOWELL, TUCSON, AZ 85712CRD# 2932312Firm CRD# 172370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynsey Marie Richter · TUCSON, AZ
Registration
CRD #2932312 · GR FINANCIAL GROUP, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

GR FINANCIAL GROUP, LLC
Feb 2015 – present
BGR FINANCIAL GROUP, LLC
Jul 2007 – May 2015
TUCSON, AZ
BROOKSTREET CAPITAL MANAGEMENT
Nov 2005 – Jun 2007
TUCSON, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 9, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GR FINANCIAL GROUP, LLC
CRD 172370 · SEC 801-80641
AUM
$815M
Regulatory assets under management
Employees
9
2,394 client accounts
Services offered by GR FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GR FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lynsey Marie Richter offer?
Lynsey Marie Richter specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Lynsey Marie Richter's credentials?
Lynsey Marie Richter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynsey Marie Richter located?
Lynsey Marie Richter is based in TUCSON, Arizona, working with GR FINANCIAL GROUP, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Lynsey Marie Richter charge for services?
Lynsey Marie Richter's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: technology fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GR FINANCIAL GROUP, LLC?
GR FINANCIAL GROUP, LLC has approximately 9 employees and manages $815M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GR FINANCIAL GROUP, LLC

Ryan Scott Genzman
TUCSON, AZ
Benjamin Scott Genzman
TUCSON, AZ
Scott Douglas Genzman
TUCSON, AZ

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