Andrew Gilbert Lynch

Employer firm

Peak Wealth Group LLC CRD 150003

$44.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Peak Wealth Group Llc
  St Augustine, FL
• 07/2015 → 08/2017
  Peak Brokerage Services, Llces, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2013-10-16 → 2014-12-22
  Signator Investors, Inc.
  Raleigh, NC
• 2011-11-15 → 2012-05-17
  Waddell & Reed
  Raleigh, NC

Other Businesses

Capital Marketing Group: Assist Life Insurance Agents with Case Design and Estate Planning. Foundation for Legacy Planning: Assist Donors with their charitable planning and charitable gifts. Lynch Financial Consultants: Independent Financial Planning

Exams

• S66 Uniform Combined State Law Examination
  2011-11-14

Other Names

• Drew Lynch