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Gary Lynch

25 Years of Experience
Parsippany, NJ
BrokerSells Insurance

Gary Lynch is a registered investment advisor at Cetera Investment Advisers LLC, based in Parsippany, NJ, with 25 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

14 Walsh Dr, Ste 100, Parsippany, NJ, 07054

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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 ActivitiesSells Insurance

Gary works as an agent/broker for Allied Wealth Partners, selling fixed insurance. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2014 - August 2023 · 9 yrs 6 mos
Securian Financial Services, INC.Broker
February 2014 - August 2023 · 9 yrs 6 mos
New England Securities Corporation
October 2008 - February 2014 · 5 yrs 4 mos
New England SecuritiesBroker
February 2001 - February 2014 · 13 yrs
State Registrations23 states
AZCACOCTDEFLIAMAMDMINCNJNYOHORPARISCTNTXVAVTWV
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.
Gary Lynch - Financial Advisor | TrueAdvisor