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Gayl Hynek

42 Years of Experience
San Jose, CA
BrokerSells Insurance

Gayl Hynek is a registered investment advisor at LPL Financial LLC, based in San Jose, CA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

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

333 W Santa Clara St Ste 712, San Jose, CA, 95113

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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 ActivitiesSells Insurance

Gayl operates Hynek Financial Advisors, a non-variable insurance DBA, since 2002. She also provides notary services to clients, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
December 2002 - Present · 23 yrs 7 mos
LPL Financial LLCBroker
December 2002 - Present · 23 yrs 7 mos
Previous Registrations
Wells Fargo Investments, LLC
July 2001 - December 2002 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
July 2001 - December 2002 · 1 yr 5 mos
Wells Fargo Van Kasper, LLCBroker
June 1995 - July 2001 · 6 yrs 1 mo
Everen Securities, INC.Broker
September 1990 - July 1995 · 4 yrs 10 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
February 1984 - September 1990 · 6 yrs 7 mos
State Registrations15 states
AZCACOFLIAIDMDNVNYOHORTXUTWAWV
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.
Gayl Hynek - Financial Advisor | TrueAdvisor