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Joey Lee Flinner

LPFG, LLC·AVON, Ohio
Unclaimed Profile
36350 DETROIT RD., AVON, OH 44011CRD# 2769395Firm CRD# 312978
01

About

Joey Lee Flinner is a registered financial advisor based in AVON, Ohio, affiliated with LPFG, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LPFG, LLC
LANDING POINT FINANCIAL GROUP
AUM
$230M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at LPFG, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2769395
Firm CRD# 312978
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joey Lee Flinner offer?
Joey Lee Flinner specializes in Financial Planning, Investment Management. Contact their office in AVON, Ohio for a consultation.
What are Joey Lee Flinner's credentials?
Joey Lee Flinner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joey Lee Flinner located?
Joey Lee Flinner is based in AVON, Ohio, working with LPFG, LLC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Joey Lee Flinner charge for services?
Joey Lee Flinner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LPFG, LLC?
LPFG, LLC has approximately 18 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew G O'bryon — LANDING POINT FINANCIAL GROUP, LLCMichelle Elizabeth Zimmerman — LPFG, LLCDavid Allen Szafranski — HENSON-EDGEWATER MANAGEMENT, LLCDan Henson — HENSON-EDGEWATER MANAGEMENT, LLCDrew Henson — HENSON-EDGEWATER MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
Advisor Fees in OhioNational Fee Analysis
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