GL
CFP
GL
CFP

Gary Walter Lofgren

43 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
30 advisors
Number of Clients
2,794 clients
Average Client Portfolio
$460K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

725 Glen Cove Ave, Glen Head, NY, 11545

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gary is involved in several outside business activities, including an RIA business (ELH Associates), serving as co-trustee for multiple charitable foundations and a living trust, and holding a position as Vice President of Lofgren Realty, Inc. His time commitment varies across these activities, ranging from minimal involvement to about 10-20% of his time for ELH Associates.

Employment History
Current Registrations
Tsa Management INC
January 2020 - Present · 6 yrs 1 mo
Halliday Financial, LLCBroker
June 1993 - Present · 32 yrs 8 mos
Previous Registrations
Tsa Management INC
June 2017 - December 2019 · 2 yrs 6 mos
Tsa Management INC
July 2002 - December 2016 · 14 yrs 5 mos
Uslife Equity Sales CORP.Broker
June 1986 - June 1993 · 7 yrs
Kurz-Liebow & Company, INC.Broker
February 1986 - May 1986 · 3 mos
MML Investors Services, INC.Broker
May 1985 - February 1986 · 9 mos
Shearson Lehman/american Express INC.Broker
October 1983 - August 1984 · 10 mos
Paine, Webber, Jackson & Curtis INC.Broker
August 1981 - October 1983 · 2 yrs 2 mos
State Registrations17 states
AZCACTFLILMAMEMINCNJNMNVNYOHPAVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gary Walter Lofgren - Financial Advisor | TrueAdvisor