Unclaimed
Gary Carl Erickson is a financial advisor with LPL Financial LLC in NAPERVILLE, IL. Gary has over 50 years of experience in the financial services industry. Gary has worked with a variety of clients, including individuals, families, businesses, and institutions. Gary has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Gary holds the Series 7TO, SIE, and Series 1 licenses.
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
IL
04/21/2022 - Present
LPL Financial LLC (NAPERVILLE IL)
IL
09/03/2013 - 04/22/2022
CETERA ADVISOR NETWORKS LLC (NAPERVILLE IL)
IL
06/26/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (DANVILLE IL)
GA
01/02/1996 - 06/28/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
08/15/1994 - 12/31/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
09/01/1971 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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