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Gavin C Finnical

Linden Thomas Advisory Services, LLC

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About Gavin C Finnical

Gavin C. Finnical is an Investment Advisor Representative with Linden Thomas Advisory Services, LLC. Gavin has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension plans. Gavin is registered in 16 states across the United States, including North Carolina, Maryland, Michigan, Montana, New Jersey, Pennsylvania, and Texas. Gavin specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Gavin Finnical is currently registered with Linden Thomas Advisory Services, LLC. Linden Thomas Advisory Services, LLC is a Registered Investment Advisor headquartered in Charlotte, NC. The firm offers a range of investment advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Linden Thomas Advisory Services, LLC manages over $1.37 billion in assets for approximately 6,532 clients.
Linden Thomas Advisory Services, LLC

516 NORTH TRYON STREET, SUITE 200

CHARLOTTE, NC 28202

$1.37B

Assets Under Management

Not reported

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Gavin Finnical’s Registration & Firm History

NC

02/03/2025 - Present

Linden Thomas Advisory Services, LLC (CHARLOTTE NC)

NC

04/20/2023 - 07/18/2023

NYLIFE SECURITIES LLC (CHARLOTTE NC)

NC

02/10/2023 - 02/21/2023

EQUITABLE ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 08/29/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gavin C Finnical.
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