Gary LightnerCRD Number: 3053746
Current Firm: 1st Global Advisors Inc.
Gary Lightner (CRD# 3053746) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Troy, OH and has over 18 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Cutter & Company, Inc.
Wells Fargo Advisors Financial Network, LLC
|1st Global Advisors, Inc.||Troy, OH||Mar 2007 - Current||10|
|1st Global Insurance Services||Troy, OH||Oct 2004 - Current||13|
|1st Global Capital Corp.||Troy, OH||Apr 1998 - Current||19|
|Lightner & Stickel Cpa's Inc.||Troy, OH||Jul 1982 - Current||35|
|Lightner, Stickel Financial Services, Inc.||Troy, OH||Oct 2002 - Nov 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV