Gary Len, financial advisor Bernardsville NJ
93 score

Gary Len

CRD Number: 1422047
Current Firm: Raymond James Financial Services Advisors, Inc.

Gary Len (CRD# 1422047) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bernardsville, NJ and has over 20 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor Bernardsville NJ
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Gary Matthews, financial advisor Bernardsville NJ
Gary R. Matthews
CRD# 4276969
SRI Investing
Score
107
Similar Advisors
Michael Cocco, financial advisor Bernardsville NJ
Michael S. Cocco
CRD# 4936830
Axa Advisors, LLC
Score
106
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Bernardsville, NJ Jan 2009 - Current 7
Wayne Savings Financial Services Group Bernardsville, NM May 2008 - Current 8
Raymond James Financial Services, Inc. Bernardsville, NJ Jan 1999 - Current 17
Ltg Wealth Management Bernardsville, NJ May 2008 - Jan 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Gary R. Len
Phone Number: 727-567-5877
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Gary Len and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.