Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Patrick Hummel is a financial advisor with LPL Financial LLC. Gary has been in the financial industry since 1992. Gary holds Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Before joining LPL Financial LLC, Gary worked for Raymond James Financial Services,Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC OF AMERICA INVESTMENT SERVICES, INC. Gary specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment clubs. Gary provides a variety of financial planning services, including portfolio management, financial planning, and pension consulting.
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
FL
10/02/2024 - Present
LPL Financial LLC (ST.PETERSBURG FL)
FL
10/23/2009 - 08/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
FL
05/07/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALM HARBOR FL)
NY
11/08/1995 - 05/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/26/1992 - 09/20/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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