Unclaimed
Gary Eugene Croxall is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Gary has been in the financial industry since 1977 and has worked with various firms, including National Planning Corporation and Associated Securities Corp. Gary is a Certified Financial Planner and holds a Series 7, Series 24, Series 40 and Series 51 licenses. Gary is registered with FINRA and is licensed to provide investment advice in 14 states. Gary Croxall specializes in providing financial advice to individuals, businesses, and organizations. Gary has a strong commitment to providing personalized service and helping clients achieve 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.
1
2
TN
11/29/2017 - Present
LPL Financial LLC (BRENTWOOD TN)
CA
01/20/2000 - 11/29/2017
NATIONAL PLANNING CORPORATION (APTOS CA)
MA
07/02/1984 - 02/11/2000
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NA
01/12/1977 - 07/12/1984
AMERICAN INVESTORS COMPANY
BC
Issued 02/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/06/1977
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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