Unclaimed
Blayde Duane Gardner is a financial advisor currently registered with LPL Financial LLC. Blayde has been in the financial services industry since 2016. Prior to LPL Financial LLC, Blayde worked at PRINCIPAL SECURITIES, INC. Blayde has a Series 66, Series 7 and Series 24 licenses and has a total of 53 state registrations. Blayde is registered in Iowa as an Investment Advisor Representative and in Texas as a Registered Representative. Blayde Gardner's areas of expertise include: Financial Planning, Retirement Planning, College Savings, Insurance, and Estate Planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
12/14/2022 - Present
LPL Financial LLC (BURLINGTON IA)
IA
07/11/2016 - 02/11/2019
PRINCIPAL SECURITIES, INC. (CEDAR RAPIDS IA)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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