Lynsey
Richter

Gr Financial Group, LLC

CRD#2932312
Investment Advisor
in Tucson, AZ

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About this Advisor

Lynsey Richter is a financial advisor based in Tucson, Arizona, working with Gr Financial Group, LLC. Lynsey has previously held positions at Bgr Financial Group, LLC, Gr Financial Group, LLC, and Mutual Securities. Lynsey has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Lynsey is part of Gr Financial Group, LLC, which operates out of Tucson, Arizona. The firm has 9 employees and manages assets totaling $814.8 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Gr Financial Group, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

4556 E Camp Lowell
Tucson, AZ 85712

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Gr Financial Group, LLC Brokerage Details

Total Assets Under Management

$814,799,726

AZ Average: $1,555,372,352
Total Number of Employees

9

AZ Average: 37
Total Number of Accounts

2,394

AZ Average: 1,370
Average Account Size

$340,351

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Lynsey Richter Work History

2023 - Present (1 year)

Gr Financial Group, LLC

2015 - 2023 (8 years)

Gr Financial Group, LLC

2007 - 2022 (15 years)

Mutual Securities

2006 - 2015 (9 years)

Bgr Financial Group, LLC

Disclosures

Please visit the SEC profile of Lynsey Richter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gr Financial Group, LLC

Jamie Gonzales
Tucson, AZ
Ryan Genzman
Tucson, AZ
Benjamin Genzman
Tucson, AZ
Sandra Widmer
Tucson, AZ
Lynsey Richter
Tucson, AZ
Scott Genzman
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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