Gary Wageman, financial advisor Glasgow MT

Gary Wageman

CRD Number: 1708829
Current Firm: Lpl Financial LLC

Gary Wageman (CRD# 1708829) is an Investment Advisor Representative working at Lpl Financial LLC in Glasgow, MT and has over 36 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Glasgow, MT Jul 1991 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for Gary L. Wageman
Phone Number: 704-733-3300
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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, WY

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