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Gary Packnick

35 Years of Experience
Lebanon, NH
Broker

Gary Packnick is a registered investment advisor at Cetera Investment Advisers LLC, based in Lebanon, NH, with 35 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Lebanon, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gary owns Packnick Financial, LLC, operating as a DBA, and works as a financial advisor, dedicating nearly full-time hours to this role. He also serves as a board member for Singing Hills Christian Conference Center, a non-profit, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Brokerage Services, INC.Broker
October 2007 - September 2019 · 11 yrs 11 mos
Summit Financial Group INC
October 2007 - May 2021 · 13 yrs 7 mos
UBS Financial Services INC.
July 1997 - October 2007 · 10 yrs 3 mos
UBS Financial Services INC.Broker
July 1997 - October 2007 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1990 - July 1997 · 6 yrs 10 mos
State Registrations9 states
COCTDENHNYSCVAVTWA
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.