Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Johns is a financial advisor at LPL Financial LLC. Gary has over 28 years of experience in the financial industry. Gary is registered with the state of Ohio as an Investment Advisor Representative (IAR) and has held the Series 6, Series 7, Series 24 and Series 63 securities licenses. Gary is a financial advisor with a wide range of expertise and offers financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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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OH
06/08/2011 - Present
LPL Financial LLC (PERRYSBURG OH)
OH
08/03/2004 - 05/19/2011
EDWARD JONES (PERRYSBURG OH)
OH
08/13/1993 - 07/30/2004
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 11/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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