Gary Warner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 29 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
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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
5 E River Park Pl E Ste 420, Fresno, CA, 93720
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Regulatory History (1)
Customer Dispute
July 2013Other Business Activities
Gary operates Warner Wealth Strategies as a DBA for his LPL business since 2016. He also provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Arm Securities CorporationBroker
Brecek & Young Advisors, INC.Broker
State Registrations31 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.