Gary Gardner, financial advisor Walnut Creek CA

Gary Gardner

CRD Number: 822768
Current Firm: Life&wealth Advisors, Inc.

Gary Gardner (CRD# 822768) is an Investment Advisor Representative working at Life&wealth Advisors, Inc. in Walnut Creek, CA and has over 39 years of experience in the finance industry. Gary Gardner 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
Life&wealth Advisors, Inc. Walnut Creek, CA Apr 2008 - Current 14
Chauner Securities, Inc. Northbrook, IL Jan 2002 - Current 20
Gary /gardner & Company Walnut Creek, CA Jan 1975 - Current 47
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gary P. Gardner
Phone Number: (925) 937-7800
Firm Website: http://www.lwadvice.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $438,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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