Larry Gwin, financial advisor Park City UT
93 score

Larry Gwin

CRD Number: 1275958
Current Firm: Lpl Financial LLC

Larry Gwin (CRD# 1275958) is an Investment Advisor Representative working at Lpl Financial LLC in Park City, UT and has over 31 years of experience in the finance industry.

Similar Advisors
Jeffrey Zesiger, financial advisor Park City UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Similar Advisors
Brady Ririe, financial advisor Park City UT
Brady H. Ririe
CRD# 5747247
Morgan Stanley
Score
100
Similar Advisors
Alan Battles, financial advisor Park City UT
Alan R. Battles
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
Company Name Location Dates Years
Lpl Financial LLC Park City, UT Sep 2009 - Current 7
Bowersox Insurance St Louis, MO Jan 1992 - Current 24
Union Central Life Cincinnati, OH May 1991 - Current 25
Larry J. Gwin Financial Services Chesterfield, MO May 1991 - Current 25
Joseph Hoffman & Assoc. St Louis, MO May 1986 - Current 30
Washington National Ins Co Evanston, IL Jan 1984 - Current 32
Mutual Service Corporation St. Louis, MO Feb 1992 - Sep 2009 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Larry J. Gwin
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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 Larry Gwin 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.