Gary Altman (CRD# 6891828) is an Investment Advisor Representative working at Lpl Financial LLC in Rogers City, MI and has over 6 years of experience in the finance industry.
CRD# 6856259
Watershed Wealth
CRD# 3273069
Osaic Wealth, Inc.
CRD# 6868127
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Rogers City, MI | Jul 2023 - Current | < 1 |
| Alpena Alcona Area Credit Union | Alpena, MI | Mar 2023 - Current | 1 |
| Mariner Wealth Advisors | Bloomfield Hills, MI | Aug 2022 - Jul 2023 | < 1 |
| Rogers City Servicemen's Club | Rogers City, MI | Jun 2013 - Mar 2023 | 9 |
| Calcite Credit Union | Rogers City, MI | Jan 1990 - Mar 2023 | 33 |
| Heber Fuger Wendin, Inc. | Bloomfield Hills, MI | Jan 2018 - Jul 2022 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- MI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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