Ic Advisory Services, Inc
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About this Advisor
Gary Lenchner is a financial advisor based out of Bonita Springs, Florida, with 15 years of work experience. Lenchner currently works for Ic Advisory Services, Inc. Throughout their career, they have worked at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Legacy Foundation Group, Manufacturing Professional, Ic Advisory Services Inc and The Investment Center Inc. Lenchner maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Ic Advisory Services, Inc is an advisory business that has its headquarters in Bonita Springs, Florida. The investment advisory business has offices in 184 locations and a total of 221 employees. It controls $1 billion in total assets between its 4,163 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 4,163 customer accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Ic Advisory Services, Inc can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Ic Advisory Services, Inc Brokerage Details
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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
Gary Lenchner Work History
Gary has 15 years of experience.
Ic Advisory Services Inc
The Investment Center Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Legacy Foundation Group
Gary Lenchner has no disclosures.
Please visit their SEC profile for more details.