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Joey Lee Flinner

LPFG, LLC·AVON, Ohio
SIE, Series 6TO, Series 7, Series 63CFPClean record26 years registeredLPFG, LLC
36350 DETROIT RD., AVON, OH 44011CRD# 2769395Firm CRD# 312978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joey Lee Flinner · AVON, OH
Registration
CRD #2769395 · LPFG, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

LANDING POINT FINANCIAL GROUP
Jul 2021 – present
AMERIPRISE FINANCIAL SERVICES, LLC
Oct 1999 – Jun 2021
TIFFIN, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7
Series 63
Registration record
First registered · October 6, 1999
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LPFG, LLC
CRD 312978 · SEC 801-121247
AUM
$230M
Regulatory assets under management
Employees
18
1,457 client accounts
Services offered by LPFG, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LPFG, LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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Other Advisors at LPFG, LLC

Brian Scott Hider
AVON, OH
Matthew G O'bryon
AVON, OH

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