Lpl Financial LLC
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About this Advisor
Stuart Gardner is a certified financial planner based in Charlotte, North Carolina. Currently a registered investment advisor with Lpl Financial LLC, they have accrued 14 years of practice as a registered advisor. Gardner holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Gardner is registered to operate in North Carolina and Texas. Their career trajectory has included roles at H&R Block Financial Advisors, Inc, Securities America, Inc, Securities America Advisor and Lpl Financial, LLC. Lpl Financial LLC is based out of Charlotte, North Carolina, and has 8,011 offices throughout the nation. As a company, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC can provide 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
Years of Experience
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Lpl Financial LLC 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
Stuart Gardner Work History
Stuart has 14 years of experience.
Lpl Financial, LLC
Securities America, Inc
Securities America Advisor
H&R Block Financial Advisors, Inc
Stuart Gardner has disclosures.
Please visit their SEC profile for more details.