Years of Experience
5-20+ Years
CLOVIS, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Gary Richard Lamb is a financial advisor with over 23 years of experience in the industry. Gary is registered with LPL Financial LLC and holds Series 66, 24, 7, and SIE licenses. He is also registered as an Investment Advisor Representative with Financial Advocates Investment Management in California. Gary has previously worked at Waddell & Reed and has experience with various insurance carriers.
SPECIALIZATIONS
Fresno, CA
43 Years Experience
0 Disclosures
ADVISOR BIO
Gary Lynn Yoder is a financial advisor with over 40 years of experience in the financial services industry. Gary currently works with Morgan Stanley. Gary is a registered representative and investment advisor. Gary is licensed to provide financial advice in 20 states. Gary has experience in providing financial advice to individuals, corporations, charitable organizations, pension and profit sharing plans, and investment companies. Gary is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
BEVERLY HILLS, CA
35 Years Experience
9 Disclosures
ADVISOR BIO
Gary Handler is a financial advisor with Raymond James & Associates, Inc. with 35 years of experience in the financial services industry. Gary has been with Raymond James since 2014, and prior to that worked with UBS Financial Services Inc. Gary is a licensed securities professional, holds Series 3, 7, 63, and 66 licenses, and holds an SIE designation. Gary is registered with the state of California, Illinois, and Texas. Gary specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and retirement plans. Gary is committed to providing his clients with personalized financial guidance and helping them reach their financial goals.
SPECIALIZATIONS
SAN DIEGO, CA
36 Years Experience
0 Disclosures
ADVISOR BIO
Gary Alan Soble is a financial advisor with LPL Financial LLC based in San Diego, CA. Gary has been in the financial services industry since 1988. Gary has been registered with LPL Financial LLC since December 31, 1997. Gary has also been registered with American Express Financial Advisors Inc. and IDS Life Insurance Company. Gary has a Series 63, Series 24, and Series 7 license. Gary is a registered investment advisor in California and Arizona. In addition to Gary's role with LPL Financial LLC, Gary is a USANA distributor.
SPECIALIZATIONS
SAN FRANCISCO, CA
28 Years Experience
0 Disclosures
ADVISOR BIO
Gary Cattich is an Investment Advisor Representative with RBC Capital Markets, LLC. Gary has been in the industry since June 1997. Gary has a long history of working with clients in the San Francisco area. Previously, Gary worked with UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Gary's firm, RBC Capital Markets, LLC, is a large firm with over $50 billion in assets under management. The firm offers a wide range of investment advisory services to individuals, corporations, and institutions.
SPECIALIZATIONS
FRESNO, CA
29 Years Experience
1 Disclosures
ADVISOR BIO
Gary Alan Egorov is a financial advisor with Equitable Advisors, LLC. Gary has been in the financial services industry since December 18, 1995. Gary is licensed in Arizona, California, Colorado, Florida, and Hawaii. Gary specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Gary is also a Registered Representative of Equitable Advisors, LLC.
SPECIALIZATIONS
ONTARIO, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Gary Mendoza is a financial professional with over 10 years of experience in the industry. He is currently registered with Cuso Financial Services, LP and holds licenses in California, Hawaii, Missouri, North Carolina, Pennsylvania, and Texas. Gary has a strong background in providing financial advice to individuals, high-net-worth clients, and businesses. He is also experienced in working with pension plans and charitable organizations. Gary is committed to helping clients achieve their financial goals through personalized financial planning and investment management strategies.
SPECIALIZATIONS
TARZANA, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Gary Edward Quint is a financial advisor registered with Ameriprise Financial Services, LLC. Gary has been in the industry since November 2005. Gary is licensed in California and holds Series 66, SIE and Series 7 licenses. Gary provides financial planning services, asset allocation services, portfolio management for individuals, and portfolio management for businesses. Gary specializes in services for trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
SPECIALIZATIONS
SAN DIEGO, CA
25 Years Experience
2 Disclosures
ADVISOR BIO
Gary Dennis Hochman is a financial advisor registered with LPL Financial LLC, a firm with over $50 billion in assets under management. Gary has been in the financial industry since 1999. Gary has experience with various firms including First Allied Securities, Inc., 1st Global Capital Corp., MONY Securities Corporation, and Trusted Securities Advisors Corp. He is also registered as an Investment Advisor Representative in California and Texas. Gary specializes in serving individuals, high-net-worth individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans. Gary is an active member of the financial industry and holds multiple professional designations. He is also a published author.
SPECIALIZATIONS
WESTLAKE VILLAGE, CA
28 Years Experience
0 Disclosures
ADVISOR BIO
Gary Steven Berner is a financial advisor with over 25 years of experience in the industry. Gary is currently registered with Wells Fargo Clearing Services, LLC in California. Gary has previously been associated with several firms, including Morgan Stanley and Merrill Lynch. Gary holds a variety of securities licenses including Series 7, 10, 31, 63, and 65. Gary also has experience in acting.
SPECIALIZATIONS