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LG

Lynne L. Girts

Some features on this profile are disabled
CRD#: 7075842
LG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lynne Lynette Girts, who also goes by Lynne L. Girts, was a registered financial professional .

Lynne is a previously registered financial professional and started their career in finance in 2023. Lynne had worked at 1 firm and has passed the Series 99TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lynne L. Girts

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 7, 2023 - July 11, 2024

HOVEY CAPITAL PARTNERS LLC

BD
CRD#: 326512
BOCA RATON, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 11/15/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 11/3/2023
Securities Industry Essentials Examination

Current Firm

HC
HOVEY CAPITAL PARTNERS LLC
HOVEY CAPITAL PARTNERS LLC

CRD#: 326512 / SEC#: , 8-71105

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1501 Yamato Road, Boca Raton, FL 33431
Mailing Address
1501 Yamato Road, Boca Raton, FL 33431
Phone number
(561) 879-4501
Established
Delaware since 03/03/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
HOVEY CAPITAL PARTNERS INC.MEMBER
BRULOTTE, RAYNALDCEO/CCO/PRESIDENT7370047
COSTENBADER, WALTER RUSSELLFINOP1828345

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.

Company Information

HOVEY CAPITAL PARTNERS LLC

CRD#: 326512

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