Unclaimed
Gareth Evan Lintt is a financial advisor with LPL Financial LLC. Gareth is based in San Diego, CA. Gareth has been in the financial services industry since 2017. Gareth has Series 7, 99, 24, and 66 securities licenses. Gareth also has a license as an Investment Advisor Representative in CA. Gareth has previously worked for CETERA FINANCIAL SPECIALISTS LLC, CETERA ADVISOR NETWORKS LLC, CETERA ADVISORS LLC, CETERA INVESTMENT SERVICES LLC, SUMMIT BROKERAGE SERVICES, INC., and FIRST ALLIED SECURITIES, INC.
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.
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2
CA
05/08/2019 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
05/07/2018 - 05/02/2019
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
05/04/2018 - 05/02/2019
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
05/04/2018 - 05/02/2019
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
05/04/2018 - 05/02/2019
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
05/04/2018 - 05/02/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
11/04/2017 - 05/02/2019
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 12/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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