Lynn Pagans

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 10/2012 → Present
  Lpl Financial Llc
  Boca Raton, FL
• 01/2020 → Present
  Great Valley Advisors
  Boca Raton, FL

Previous Registrations

• 2020-02-24 → 2022-04-27
  Gaines Financial Group
  Boca Raton, FL
• 2001-01-02 → 2012-10-04
  Wells Fargo Advisors Financial Network, Llc
  Pompano Beach, FL
  Coral Springs, FL

Other Businesses

1. 3/29/2018 - LIGHTHOUSE POINT FINANCIAL SERVICES, INC. - NON INVESTMENT RELATED - HOME BASED - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - PRESIDENT - START DATE: 01/01/2018 - APPROX. 2 HOURS PER MONTH/0 HOURS DURING SECURITIES TRADING. 2. 03/04/2022 - Sapphire Wealth Advisory, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/15/2022 - 160 Hours Per Month/6 Hours During Securities Trading. 3. 04/26/2022 - Great Valley Advisor Group, Inc. - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/07/2022 - 80 Hours Per Month/60 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-02
• S63 Uniform Securities Agent State Law Examination
  1986-07-24

Other Names

• Lynn Suzanne Spinella
• Lynn Spinella Pagans