Gary LofgrenCRD Number: 1006352
Current Firm: Tsa Management Inc.
Gary Lofgren (CRD# 1006352) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 2 years of experience in the finance industry. Gary Lofgren 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.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
H. Beck, Inc.
|Hrc Financial Planners||Westbury, NY||Feb 1986 - Current||31|
|Hrc Services, Inc.||Glenwood Landing, NY||Feb 1986 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2015|
Total Assets Under Management219MILLIONS
Total Number of Accounts747ACCOUNTS
Average Account Value$292,997
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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