Lynsey M. Richter

GR FINANCIAL GROUP

Tucson, AZ 85712

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CRD#: 2932312

Professional summary

Lynsey Marie Richter, who also goes by Lynsey Marie Richter, Lynsey Marie White, is a registered financial advisor currently at GR FINANCIAL GROUP, LLC located in Tucson, Arizona.

Lynsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Lynsey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynsey Marie Richter | Lynsey Marie White

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. GR REAL ESTATE LLC, START: 08/2015, 4556 E CAMP LOWELL TUCSON AZ 85712, REAL ESTATE RENTAL, MEMBER, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. GR FINANCIALGROUP, LLC., START DATE: 07/2019, 4556 E CAMP LOWELL DRIVE TUCSON AZ 85712, LLC, INSURANCE AGENT, AGENT OF LIFE LTC & MEDICAL INSURANCE, INSURANCE AGENT, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynsey Marie Richter's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 3, 2015 - Present

GR FINANCIAL GROUP, LLC

Office #1: 4556 E Camp Lowell, Tucson, AZ 85712

RIA

CRD#: 172370

Tucson, AZ

Past

July 26, 2007 - May 29, 2015

BGR FINANCIAL GROUP, LLC

RIA

CRD#: 144652

TUCSON, AZ

Past

June 22, 2007 - September 2, 2022

MUTUAL SECURITIES, INC.

CRD#: 13092

TUCSON, AZ

Past

November 9, 2005 - June 26, 2007

BROOKSTREET SECURITIES CORPORATION

RIA

CRD#: 14667

TUCSON, AZ

Past

October 26, 2005 - June 26, 2007

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

TUCSON, AZ

Past

July 28, 2004 - November 17, 2005

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

GR FINANCIAL GROUP, LLC

GR FINANCIAL GROUP, LLC | REGGIE AND TY, LLC

CRD#: 172370 / SEC#: 801-80641

RIA

Registered Investment Advisory firm - (12/5/2014 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
(2/3/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/26/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2004

General Securities Representative Examination

Current Firm

GR FINANCIAL GROUP, LLC

GR FINANCIAL GROUP, LLC | REGGIE AND TY, LLC

CRD#: 172370 / SEC#: 801-80641

RIA

Registered Investment Advisory firm - (12/5/2014 Approved)

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Contact information

Main Address

4556 E Camp Lowell, Tucson, AZ 85712

Mailing Address

Phone number

(520) 577-4711

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DATED MARCH 18, 2025 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	2,476
AUM (Assets Under Management)	$ 981,478,466

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.

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Advisor Monitoring

Firm Stability Insights

Lynsey M. Richter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynsey Marie Richter's CRS (Customer Relationship Summary).

Certified licenses

Experience

BGR FINANCIAL GROUP, LLC

MUTUAL SECURITIES, INC.

BROOKSTREET SECURITIES CORPORATION

BROOKSTREET SECURITIES CORPORATION

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

GR FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2004

Current Firm

GR FINANCIAL GROUP, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GR FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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