Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Alan Richardson is a financial advisor with over 30 years of experience in the financial services industry. Gary is currently registered with LPL Financial LLC and has been with the firm since February 2018. Gary has a wide range of experience in the financial services industry, having worked at firms such as Invest Financial Corporation, Intersecurities, Inc., and Jefferson Pilot Securities Corporation. Gary is also a licensed insurance agent and is the president of several businesses. Gary has a strong commitment to providing his clients with personalized financial advice and guidance. Gary holds several securities licenses including Series 6, 22, 24, 62, 63 and 65. Gary has a track record of success and is committed to helping his clients achieve their financial goals.
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
FL
02/14/2018 - Present
LPL Financial LLC (CLEARWATER FL)
FL
02/09/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (CLEARWATER FL)
FL
04/01/1991 - 02/18/2009
INTERSECURITIES, INC. (CLEARWATER FL)
FL
07/01/2003 - 12/11/2006
JEFFERSON PILOT SECURITIES CORPORATION (OLDSMAR FL)
NA
01/06/1987 - 04/01/1991
PW SECURITIES, INC.
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/05/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Richardson is the right advisor for you? Invested Better is here to help.
