Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lux is a financial professional with over 30 years of experience in the industry. Gary is currently registered with Silver Oak Securities, Inc. and is based in Doylestown, PA. Gary's previous experience includes roles at Lincoln Financial Securities Corporation and Capital Analysts, Incorporated. Gary holds the Series 6, 7, 22, 24, and 63 securities licenses. Gary's areas of expertise include financial planning, portfolio management for individuals and businesses, 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.
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
PA
02/21/2018 - Present
Silver OAK Securities, Inc. (Doylestown PA)
PA
09/03/2008 - 03/02/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (CHURCHVILLE PA)
PA
04/27/2004 - 09/09/2008
CAPITAL ANALYSTS, INCORPORATED (CHURCHVILLE PA)
NY
10/22/1982 - 04/26/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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