Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Meharg is a financial advisor with over 35 years of experience in the industry. Gary is currently registered with LPL Financial LLC and has been with the firm since June 2018. Previously, Gary was with Securities America, Inc. Gary is a Series 65 and Series 63 licensed individual.
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
MI
06/13/2018 - Present
LPL Financial LLC (NORTHVILLE MI)
MI
09/10/2010 - 06/11/2018
SECURITIES AMERICA, INC. (NORTHVILLE MI)
MI
06/14/1997 - 09/14/2010
EQUITAS AMERICA, LLC (LIVONIA MI)
CT
10/15/1993 - 10/27/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
FL
06/26/1984 - 06/13/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 10/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/14/1981
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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