GL
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Gary Len

40 Years of Experience
Bernardsville, NJ
Broker

Gary Len is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bernardsville, NJ, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

29 Olcott Square, Suite 6, Bernardsville, NJ, 07924

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
July 2003 - January 2009 · 5 yrs 6 mos
Robert Thomas Securities, INCBroker
March 1990 - January 1999 · 8 yrs 10 mos
Anchor National Financial Services, INC.Broker
December 1985 - March 1990 · 4 yrs 3 mos
State Registrations16 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.
Gary Len - Financial Advisor | TrueAdvisor