Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Andrew Edmonds Jr. is an investment advisor representative. Gary is registered with the Securities and Exchange Commission (SEC) and has been in the industry since 1998. Gary is currently employed by LPL Financial LLC and has also worked for UBS Financial Services Inc. and Wells Fargo Advisors, LLC. Gary has a Series 7 General Securities Representative, Series 66 Uniform Combined State Law Examination, and a Securities Industry Essentials Examination. Gary specializes in investment advisory services, portfolio management for individuals and businesses, financial planning, and pension consulting. Gary is registered in 30 states and the District of Columbia.
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
DC
03/31/2022 - Present
LPL Financial LLC (WASHINGTON DC)
DC
04/21/2011 - 04/11/2022
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
MD
09/26/2003 - 04/25/2011
WELLS FARGO ADVISORS, LLC (DISTRICT HEIGHTS MD)
NJ
04/20/2001 - 10/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/06/1998 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Edmonds is the right advisor for you? Invested Better is here to help.
