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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Global Financial Planning Group, LLC 7 years, 9 months Jan 2011 - Present
Center for Financial Management One, LLC 2 years, 1 month Nov 2010 - Dec 2012
LPL Financial LLC 9 years Sep 2009 - Present
Center for Financial Management I, LLC 9 years, 9 months Mar 2001 - Dec 2010
Mutual Service Corporation 21 years, 9 months Dec 1987 - Sep 2009

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Lynn Vance

Estate Planning
Published 2012-10-03 17:42:31
Risk Management
Published 2012-10-03 17:39:50
Retirement Planning
Published 2012-10-03 17:36:13
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 18, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 18, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Global Financial Planning Group, LLC

    Last updated on Aug. 17, 2017
      • $45.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 328
        Accounts
      • $138.6K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees