Gary
Paul

Lpl Financial LLC

CRD#1827959
Investment Advisor
in Sacramento, CA
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About this Advisor

Gary Paul is a certified financial planner in Sacramento, California. Currently a registered advisor at Lpl Financial LLC, Paul has 11 years of practice as an investment advisor. Paul has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Paul is able to serve clients based out of California. Paul has spent their entire career at Lpl Financial LLC. Lpl Financial LLC is based out of Sacramento, California, and operates out of 8,011 other locations in the nation. As an advisor firm, Lpl Financial LLC oversees $153 billion in assets across 680,466 client accounts and employs more than 22,703 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8945 Cal Center Drive
Sacramento, CA 95826

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gary Paul Work History

Gary has 11 years of experience.

2007 - Present (12 years)

Linsco/Private Ledger Corp

Disclosures

Gary Paul has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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