Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary John Marsh is a financial advisor with over 40 years of experience in the financial services industry. Gary is a Certified Financial Planner™ and a Chartered Financial Consultant, and is currently registered with Osaic Wealth, Inc. Gary has previously held positions at Triad Advisors LLC and Lincoln Financial Advisors Corporation. Gary specializes in a wide range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/23/2024 - Present
Osaic Wealth, Inc. (JACKSONVILLE FL)
FL
10/22/2013 - 08/23/2024
TRIAD ADVISORS LLC (JACKSONVILLE FL)
FL
06/01/1998 - 10/16/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
IN
11/14/2000 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
02/09/1981 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 09/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Marsh is the right advisor for you? Invested Better is here to help.
