Gary Sengle, financial advisor La Jolla CA

Gary Sengle

CRD Number: 6921159
Current Firm: Osaic Wealth, Inc.

Gary Sengle (CRD# 6921159) is an Investment Advisor Representative working at Osaic Wealth, Inc. in La Jolla, CA and has over 5 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor La Jolla CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor La Jolla CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor La Jolla CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
Osaic Wealth, Inc. La Jolla, CA Sep 2023 - Current < 1
Gary Sengle Plumbing Temecula, CA Jan 2003 - Current 21
Sagepoint Financial, Inc. La Jolla, CA Jul 2019 - Sep 2023 4
Royal Alliance Santa Ana, CA Mar 2018 - Jul 2019 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
S63 Uniform Securities State Law Examination Apr 2018
Contact Info for Gary Sengle
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.