Gary Williamson
Gary Williamson is a registered investment advisor at LPL Financial LLC, based in Cambridge, OH, with 23 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
Assets Under Management
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
1225 Woodlawn Ave Ste 108, Cambridge, OH, 43725
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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 operates MCS Financial Group as a DBA for his LPL business, dedicating full-time hours to it. He also engages in non-variable insurance activities and operates Home Loan Financial Services Inc. as another DBA for his LPL business, dedicating about half his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.Broker
Fort Washington Brokerage Services, INC.Broker
State Registrations2 states
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