Gary Mendelow is a registered investment advisor at LPL Financial LLC, based in Avon, 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
36311 Detroit Road, Suite 204, Avon, OH, 44011
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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 G & C Financial Solutions as a DBA for his LPL business and sells non-variable insurance. He also co-owns Mendyfergu LLC and owns K and G Parts Plus, dedicating minimal time to each of these ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Capital Brokerage CorporationBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Firstmerit Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.