Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Meagher is a financial advisor with over 30 years of experience in the financial services industry. Gary currently works at LPL Financial LLC and has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Gary holds several industry certifications, including the Certified Financial Planner designation. In addition to providing investment advice, Gary also offers a range of services, such as educational seminars, portfolio management, and selection of other advisors.
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
WA
12/12/2018 - Present
LPL Financial LLC (RENTON WA)
WA
06/25/2002 - 12/13/2018
CETERA ADVISOR NETWORKS LLC (RENTON WA)
SC
03/12/2002 - 06/19/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
02/16/2001 - 03/13/2002
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
07/19/1991 - 02/21/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
05/13/1988 - 07/15/1991
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
12/24/1987 - 04/20/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/05/1988 - 04/19/1988
OPTIMUS FINANCIAL GROUP, INC.
NA
10/31/1985 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
10/18/1984 - 11/14/1985
WADDELL & REED, INC.
IA
Issued 11/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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