Gary Penick (CRD# 6593168) is an Investment Advisor Representative working at Life Balance Financial in Houston, TX and has over 8 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ace Hardware | Fulshear, TX | Apr 2023 - Current | 1 |
| Financial Life Balance, LLC | Houston, TX | Aug 2019 - Current | 4 |
| Ebay | Houston, TX | Feb 2022 - Sep 2022 | < 1 |
| Carmax | Richmond, TX | Jul 2017 - Mar 2022 | 4 |
| Edward Jones | St. Louis, MO | Jan 2016 - May 2017 | 1 |
| Conocophillips | Houston, TX | May 1989 - Nov 2015 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
TX
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