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Gary Loduca, financial advisor Tampa FL

Gary Loduca

CRD Number: 2569294
Current Firm: Brookstone Wealth Advisors, LLC

Gary Loduca (CRD# 2569294) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Tampa, FL and has over 29 years of experience in the finance industry. Gary Loduca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ep Navigator Dunedin, FL Aug 2020 - Current 3
Kbkg Pasadena, CA Apr 2018 - Current 5
Retirement Wealth Advisors Tampa, FL Mar 2017 - Current 7
Id Watchdog Tampa, FL Sep 2016 - Current 7
Thoughtful Wealth Management Tampa, FL Mar 2015 - Current 9
Thoughtful Tax Advisors Tampa, FL Jan 2016 - Nov 2022 6
Ep Cloud Provo, UT Aug 2018 - Jul 2020 1
Flood Risk America Lake Worth, FL Apr 2018 - Dec 2019 1
Advisor Hr Huntersville, NC Jun 2017 - Dec 2019 2
Id Shield Tampa, FL Jun 2016 - Dec 2019 3
Stryde Solutions Fenton, MI Apr 2017 - Apr 2018 1
Financial Gravity Tampa, FL Dec 2016 - Feb 2018 1
Horter Investment Management Cincinnati, OH Mar 2015 - Mar 2017 2
Usaa Financial Advisors, Inc. Tampa, FL Apr 2012 - Feb 2015 2
Usaa Financial Planning Services Tampa, FL Apr 2012 - Feb 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S65 NASAA Investment Advisors Law Examination Oct 1996
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Gary R. Loduca
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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