Gavin LodgeCRD Number: 2995242
Current Firm: Private Advisor Group, LLC
Gavin Lodge (CRD# 2995242) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 24 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Lpl Financial, LLC||San Diego, CA||Mar 2017 - Current||5|
|Private Advisor Group, LLC||San Diego, CA||Mar 2017 - Current||5|
|Minnesota Life Insurance Company||St. Paul, MN||Aug 2009 - Mar 2017||7|
|Securian Financial Services||St. Paul, MN||Aug 2009 - Mar 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2009|
Total Assets Under Management33,941MILLIONS
Total Number of Accounts116,249ACCOUNTS
Average Account Value$291,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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