Gary Libhart, financial advisor Stockton CA
93 score

Gary Libhart

CRD Number: 1181998
Current Firm: Guanill Wealth Management, Inc.

Gary Libhart (CRD# 1181998) is an Investment Advisor Representative working at Guanill Wealth Management, Inc. in Stockton, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Guanill Wealth Management, Inc. Stockton, CA Apr 2017 - Current 1
Libhart Insurance Services Stockton, CA Jul 2008 - Current 9
Institute For Wealth Advisors, Inc. Stockton, CA Jun 2014 - Apr 2017 2
The Annuity Store Sacramento, CA Feb 2003 - Jul 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S66 NASAA Uniform Combined State Law Examination Apr 2000
Contact Info for Gary P. Libhart
Phone Number: 916-359-2750
Firm Website: http://www.edgwealth.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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