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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Allen Glockzin is a financial advisor with over 35 years of experience in the industry. Gary is registered with LPL Financial LLC and is licensed to provide investment advice in California and Texas. Gary is also a Certified Financial Planner. Gary has previously been employed by CROWN CAPITAL SECURITIES, L.P., MUTUAL SERVICE CORPORATION, TITAN/VALUE EQUITIES GROUP, INC., CENTAURUS FINANCIAL, INC., DARNALL, KEMNA & CO., INC. and WADDELL & REED, INC. Gary focuses on providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Gary also offers consulting and other non-discretionary advisory services.
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
CA
05/14/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
07/19/1999 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (SAN DIEGO CA)
MA
03/31/1999 - 07/15/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
09/18/1989 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
01/10/1995 - 12/06/1995
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NA
01/11/1988 - 09/28/1989
DARNALL, KEMNA & CO., INC.
NA
08/25/1986 - 01/26/1988
WADDELL & REED, INC.
BOTH
Issued 06/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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