Gary
Lenchner
Ic Advisory Services, Inc
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About this Advisor
Gary Lenchner is a financial advisor operating out of Bonita Springs, Florida, with 8 years of relevant experience. Lenchner is currently employed by Ic Advisory Services, Inc. During their career, the advisor has held roles at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Legacy Foundation Group, The Investment Center Inc and Ic Advisory Services Inc. Lenchner holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Ic Advisory Services, Inc is a business based out of Bedminster, NJ. The company has offices in 179 locations and a total of 225 advisors. It oversees $2 billion in assets between its 5,736 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 5,736 customer accounts, 15% are held by high-net-worth investors who have more than $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on the services. However, fees billed by Ic Advisory Services, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ic Advisory Services, Inc Brokerage Details
$1,789,667,595
225
5,736
$312,006
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
Gary Lenchner Work History
Gary has been registered as a financial advisor for 8 years.*
The Investment Center Inc
Ic Advisory Services Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Legacy Foundation Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Lenchner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ic Advisory Services, Inc
Palm Beach Gardens, FL
Meridian, ID
Montville, NJ
Bedminster, NJ
Montville, NJ
Bedminster, NJ
Bedminster, NJ
Buffalo, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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