Unclaimed
Gary Libhart is a financial advisor with Guanill Wealth Management. Gary has been in the industry for over 20 years and has a variety of experience in the financial services industry. Gary has held positions at several firms including Gold Coast Securities, Inc., London Pacific Securities, Inc., and American United Life Insurance Company. He is a Series 6, 7, 22, 65, and 66 licensed professional. In addition to being a financial advisor, Gary is also an insurance agent and the owner of Libhart Insurance Services. Gary specializes in providing financial planning, portfolio management, and educational seminars for individuals and families. Gary is committed to helping clients reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
CA
04/28/2017 - Present
Guanill Wealth Management (SACRAMENTO CA)
CA
08/29/2001 - 12/31/2003
GOLD COAST SECURITIES, INC. (THOUSAND OAKS CA)
CA
04/10/2000 - 08/14/2001
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
IN
07/27/2000 - 07/24/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
09/19/1983 - 10/24/1986
NEW YORK LIFE SECURITIES CORP.
IA
Issued 05/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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