TrueAdvisor
TrueAdvisor
GL
GL

Gary Lenon

LPL Financial LLC
37 Years of Experience
Idaho Falls, ID
1 DisclosureBroker
View SEC Summary
View SEC Summary

Gary Lenon is a registered investment advisor at LPL Financial LLC, based in Idaho Falls, ID, with 37 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3393 Merlin Drive, Suite C, Idaho Falls, ID, 83404

Get directions

History

Regulatory History (1)
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.
Criminal
November 1985
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
June 2018 - Present · 8 yrs 4 mos
LPL Financial LLCBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
June 2010 - May 2018 · 7 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2010 - May 2018 · 7 yrs 11 mos
Wells Fargo Advisors, LLC
March 2010 - June 2010 · 3 mos
Wells Fargo Advisors, LLCBroker
January 2008 - June 2010 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
August 1989 - January 2008 · 18 yrs 5 mos
State Registrations4 states
IDMTTXWA
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.
More Advisors
More financial advisors in Idaho Falls, ID →All financial advisors in Idaho →