Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary David Shelton is a financial advisor with LPL Financial LLC. Gary has been in the industry since 1993 and has a broad range of experience serving clients in Indiana, Texas, California and other states. Gary has held previous roles with ONB Investment Services, Inc. and Invest Financial Corporation. Gary holds the Series 7, Series 24, Series 63 and Series 65 licenses. Gary specializes in working with a diverse group of clients, including individuals, businesses, high-net-worth individuals, and pension and profit-sharing plans.
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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2
IN
11/30/2009 - Present
LPL Financial LLC (EVANSVILLE IN)
IN
11/30/2005 - 12/01/2009
INVEST FINANCIAL CORPORATION (EVANSVILLE IN)
IN
10/06/1993 - 12/01/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
IA
Issued 02/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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