Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Wayne Lenon is an investment advisor representative with LPL Financial LLC. Gary Lenon has been in the industry since September 18, 1989. Gary Lenon's current registration is active in both Idaho and Texas. Gary Lenon has previously been registered with Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Gary Lenon has passed the Series 63, 66, 7 and SIE exams. Gary Lenon is based out of the LPL Financial LLC office in Idaho Falls, Idaho.
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.
1
2
ID
08/09/2018 - Present
LPL Financial LLC (IDAHO FALLS ID)
ID
06/08/2010 - 05/03/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (IDAHO FALLS ID)
ID
01/01/2008 - 06/09/2010
WELLS FARGO ADVISORS, LLC (IDAHO FALLS ID)
ID
08/22/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (IDAHO FALLS ID)
BOTH
Issued 03/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Lenon is the right advisor for you? Invested Better is here to help.
