Gary Mayo, financial advisor Allentown PA
56 score

Gary Mayo

CRD Number: 1022781
Current Firm: Liberty Asset Management

Gary Mayo (CRD# 1022781) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 34 years of experience in the finance industry. Gary Mayo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Comprhensive Asset Mgmt Parsippany, NJ Dec 2001 - Current 15
Co-leash Tampa, FL Feb 1999 - Current 17
Gm Financial Advisors Allentown, PA Sep 1993 - Aug 2006 12
Financial Security Company Allentown, PA Apr 1992 - Aug 2006 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Gary S. Mayo
Phone Number: 610 398-7333
Firm Website: https://lwmgmt.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $94,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

PA

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BADGES
56

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