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Gary Peter Libhart

Guanill Wealth Management

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About Gary Peter Libhart

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.

Firm Information

Gary Libhart is currently registered with Guanill Wealth Management. Guanill Wealth Management is an investment advisory firm based in California with two licensed agents, investment adviser representatives, and advisory functions. The firm offers financial planning, educational seminars, selection of other advisers, portfolio management for individuals and pooled investment vehicles. Their regulatory assets under management total $1,250,000, primarily from pooled investment vehicles.

$1.25M

Assets Under Management

115

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Libhart’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Peter Libhart.
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