GL
Gaylynn Loskill
ADVISORY ALPHA
Prescott Valley, AZ
Some features on this profile are disabled
CRD#: 1881331
GL
Professional summary
Gaylynn Loskill, who also goes by Gaylynn Headington, Gay Lynn Shoop, Gaylynn Shoop, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Prescott Valley, Arizona.
Gaylynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Gaylynn has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gaylynn Headington | Gay Lynn Shoop | Gaylynn Shoop
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Loskill Financial Group L.L.C., investment related, Prescott Valley, AZ, Provides financial services and consulting, Owner, Start Date 01/2016, approximately 120 hours per month with 120 hours per month during securities trading hours, providing financial services and consulting to clients 2.) Loskill Financial Group L.L.C., investment related, Prescott Valley, AZ, Insurance Agency, Owner/Insurance Agent, Start Date 09/2010, approximately 120 hours per month with 120 hours per month during securities trading hours, sale and management of insurance products including annuities, life, and long-term care
CRS (Client Relationship Summary) - RIA
Click below to view Gaylynn Loskill's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 24, 2025 - Present
ADVISORY ALPHA, LLC
RIA
CRD#: 158282
Prescott Valley, AZ
Past
January 26, 2016 - April 2, 2025
TUCKER ASSET MANAGEMENT LLC
RIA
CRD#: 174844
Prescott Valley, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(2/3/2025)
IAR
California(1/24/2025)
Current Firm
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 22,480 |
| AUM (Assets Under Management) | $ 3,468,083,482 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
