Gary
Lenchner

Ic Advisory Services, Inc

CRD#6326480
Investment Advisor
in Bonita Springs, FL
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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

Series 66

Years of Experience

15 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

27499 Riverview Center Blvd Suite 133
Bonita Springs, FL 34134-4332

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Ic Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,133,397,373

FL Average: $10,121,009,343
Total Number of Employees

227

FL Average: 92
Total Number of Accounts

4,610

FL Average: 6,978
Average Account Size

$245,856

FL Average: $1,450,417

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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.

2015 - Present (4 years)

Ic Advisory Services Inc

2015 - Present (4 years)

The Investment Center Inc

2015 - 2015 (< 1 year)

Bank Of America, N.A

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2014 (3 years)

Legacy Foundation Group

2003 - 2011 (8 years)

Manufacturing Professional

Disclosures

Gary Lenchner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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