Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Richard Lodge is a financial advisor with Private Advisor Group, LLC. Gavin has over 24 years of experience in the financial services industry, including previous roles at Securian Financial Services, Inc., InterSecurities, Inc., and Davis Distributors, LLC. Gavin has a variety of licenses and certifications including Series 6, 7, 24, 63, and 65. Gavin has extensive experience in financial planning, pension consulting, and portfolio management. Gavin is also a registered investment advisor and a licensed insurance agent. In addition to providing investment advice, Gavin is also a licensed insurance agent and offers a variety of insurance products to individuals 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
10/31/2019 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
AZ
08/19/2009 - 03/28/2017
SECURIAN FINANCIAL SERVICES, INC. (Tucson AZ)
KY
07/09/1999 - 07/21/2009
INTERSECURITIES, INC. (LOUISVILLE KY)
AZ
04/03/1998 - 05/04/1999
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
IA
Issued 04/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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