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Gary Medley

LPL Financial LLC
40 Years of Experience
Bonita Springs, FL
3 DisclosuresBrokerSells Insurance
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Gary Medley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bonita Springs, FL, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

LPL Financial LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

27499 Riverview Center Blvd, Suite 138, Bonita Springs, FL, 34134-4332

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2009
Employment Separation After Allegations
April 2005
Customer Dispute
December 1997
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gary is involved with MedleyAdvisory selling non-variable insurance products since 2011, dedicating a few hours per week. He also operates Medley Advisory, LLC as a DBA for his LPL business, spending full-time hours on this endeavor.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Medley Advisory, LLC
January 2021 - February 2023 · 2 yrs 1 mo
Ic Advisory Services, INC.
July 2015 - March 2025 · 9 yrs 8 mos
The Investment Center, INC.Broker
July 2015 - March 2025 · 9 yrs 8 mos
Pelican Wealth Advisors, LLC
June 2014 - July 2015 · 1 yr 1 mo
Ic Advisory Services, INC.
January 2010 - May 2014 · 4 yrs 4 mos
The Investment Center, INC.Broker
December 2009 - May 2014 · 4 yrs 5 mos
Sageous Capital Management, LLC
October 2009 - July 2011 · 1 yr 9 mos
Fifth Third Securities, INC.
September 2007 - March 2009 · 1 yr 6 mos
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September 2007 - March 2009 · 1 yr 6 mos
Rehmann Financial
February 2007 - November 2007 · 9 mos
Spc
January 2006 - May 2006 · 4 mos
Sigma Financial CorporationBroker
November 2005 - May 2006 · 6 mos
Wachovia Securities, LLCBroker
July 2003 - April 2005 · 1 yr 9 mos
Wachovia Securities, LLC
March 2002 - April 2005 · 3 yrs 1 mo
Prudential Securities IncorporatedBroker
June 1999 - July 2003 · 4 yrs 1 mo
Wells Fargo Securities INC.Broker
March 1997 - June 1999 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
July 1994 - February 1997 · 2 yrs 7 mos
Painewebber IncorporatedBroker
February 1990 - July 1994 · 4 yrs 5 mos
Shearson Lehman Hutton INC.Broker
February 1988 - March 1990 · 2 yrs 1 mo
E. F. Hutton & Company INCBroker
April 1985 - February 1988 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1984 - April 1985 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
September 1983 - January 1984 · 4 mos
State Registrations11 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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