Gary Whittaker
Gary Whittaker is a registered investment advisor at LPL Financial LLC, based in Jacksonville, 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4601 Touchton Rd E Ste 3240, 300 Suite 3240, Jacksonville, FL, 32246
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2008Other Business Activities
Gary owns a single-family real estate property in Hopland, California since 2016. This activity is not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Painewebber IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations22 states
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.