Gregory
Lynch

Foundations Investment Advisors LLC

CRD#6574196
Investment Advisor
in Franklin, TN

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About this Advisor

Gregory Lynch is a financial advisor based in Franklin, Tennessee who has 8 years of industry experience. Lynch works at Foundations Investment Advisors LLC. Over the course of their career, Lynch has held roles at Premier Financial And Insurance Services, LLC and Foundations Investment Advisors, LLC. Lynch has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Tennessee. Foundations Investment Advisors LLC is a registered investment company based in Phoenix, AZ. The company has offices in 85 locations and a total of 229 financial advisors. It handles $4 billion in assets among its 34,273 accounts, placing it among the largest firms in the country by assets under management. The firm advises one charitable organizations. Of its 34,273 customer accounts, 15% are associated with high-net-worth clients who have at least $1 million in investable assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Foundations Investment Advisors LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

725 Cool Springs Blvd Ste 600
Franklin, TN 37067

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$3,760,076,801

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

229

TN Average: 37
Total Number of Accounts

34,273

TN Average: 1,370
Average Account Size

$109,710

TN Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gregory Lynch Work History

Gregory has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Foundations Investment Advisors, LLC

2010 - Present (14 years)

Premier Financial And Insurance Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Lynch 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 Foundations Investment Advisors LLC

Murray Titterington
Phoenix, AZ
Thomas Fadden
Plymouth, MA
Alin Lozada
Sarasota, FL
Susan Mcbournie
Moultonborough, NH
Andrew Williams
Warren, ME
Andrew Harmon
Phoenix, AZ
Brittany Hagy
Phoenix, AZ
Jacqueline Fursman
Wayzata, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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