Gary Madvin
Gary Madvin is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Encino, CA, with 52 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 Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
6345 Balboa Blvd., Suite 290, Encino, CA, 91316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary owns Gary F. Madvin Insurance Services, Inc. and is Chairman of Partners Insurance Services, Inc., both insurance businesses, dedicating a few hours per week and about a quarter of his time, respectively. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC, dedicating nearly full-time hours, and co-authored a book.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Financial Network Investment Corporation
Fortis Investors, INC.Broker
Financial Network Investment CorporationBroker
Fms Securities, INC.Broker
Robert C. Lau and Company, INC.Broker
University Securities CorporationBroker
Pacific Equity Sales CompanyBroker
State Registrations13 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.
Exams
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