Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Allen Scott is a financial advisor at LPL Financial LLC. Gary has been in the financial services industry for over 10 years, specializing in providing financial planning, investment management, and other advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans. Gary has a strong understanding of the financial markets and a commitment to providing personalized advice that is tailored to meet the unique needs of each client.
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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CO
05/10/2023 - Present
LPL Financial LLC (AURORA CO)
CO
08/25/2020 - 07/28/2022
E*TRADE SECURITIES LLC (Greenwood Village CO)
MO
11/18/2019 - 08/12/2020
WOODBURY FINANCIAL SERVICES, INC. (SAINT PETERS MO)
MO
04/26/2018 - 11/15/2019
CUTTER & COMPANY, INC. (ST. PETERS MO)
CO
06/20/2017 - 04/06/2018
TRIAD ADVISORS LLC (Greenwood Village CO)
CO
03/17/2016 - 06/27/2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
TN
11/08/2013 - 03/14/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CA
11/09/2012 - 12/02/2013
LPL FINANCIAL LLC (VALENCIA CA)
BOTH
Issued 11/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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