Gary Lenon is a registered investment advisor at LPL Financial LLC, based in Idaho Falls, ID, with 36 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
3393 Merlin Drive, Suite C, Idaho Falls, ID, 83404
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Regulatory History (1)
Criminal
November 1985Other Business Activities
Gary operates Sandhills Wealth Mgmt as a DBA for his LPL business since 2018, dedicating full-time hours to it. He also operates Sandhills Capital LLC as another DBA for his LPL business since 2023, spending about half his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations4 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.