Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lucas is a financial advisor with over 22 years of experience in the industry. Gary is a registered representative of LPL Financial LLC, a firm with a strong history of providing financial advice to individuals, families, and businesses. Gary has a broad range of experience in financial planning, investment management, and insurance. Gary holds Series 6, 7, 24, and 63 licenses, as well as the SIE. Gary has worked for several firms throughout their career, including CADARET, GRANT & CO., INC. and GWN SECURITIES INC. Gary is committed to providing clients with personalized financial advice and guidance to help them reach 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.
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NY
07/06/2023 - Present
LPL Financial LLC (LIVERPOOL NY)
NY
05/08/2009 - 07/31/2023
CADARET, GRANT & CO., INC. (LIVERPOOL NY)
NY
04/13/2004 - 05/08/2009
GWN SECURITIES INC. (CAMILLUS NY)
IL
06/08/2001 - 04/13/2004
PMG SECURITIES CORPORATION (ELGIN IL)
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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