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Gregg Allen Lynch is a financial advisor professional located in Dade City, FL. They specialize in financial advisory. With over 11 years of experience, they bring deep expertise to every client.
Gregg Allen Lynch - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Gregg Allen Lynch operates Cetera Wealth Services, LLC in Dade City, Florida. With 11 years in the financial advisory field, Lynch brings established experience to wealth management and financial planning services. The practice holds a FINRA CRD license (number 6397425), which governs securities-related advisory work and broker-dealer activities. Lynch works with clients seeking guidance on investment strategies, portfolio management, and financial planning needs aligned with their long-term objectives.
Lynch's FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority, the primary self-regulatory organization overseeing broker-dealers and investment advisors in the United States. This license type means Lynch is authorized to offer securities-related advisory services and must comply with FINRA rules, conduct standards, and continuing education requirements. The CRD registration provides a public record of the advisor's disciplinary history and qualifications, allowing clients to verify credentials and background through FINRA's BrokerCheck system.