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Garry Autry

21 Years of Experience
Greenfield, IN
Broker

Garry Autry is a registered investment advisor at LPL Financial LLC, based in Greenfield, IN, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

812 E Main St, Greenfield, IN, 46140

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Garry operates Forty Financial as a DBA for his LPL business, dedicating nearly all of his time to it. He also works at Crawford & Associates, PSC, providing tax preparation, accounting, and CPA services, but spends minimal time on this.

Employment History
Current Registrations
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Money Concepts Capital CORPBroker
October 2013 - December 2021 · 8 yrs 2 mos
Money Concepts Advisory Service
October 2013 - December 2021 · 8 yrs 2 mos
Spc
March 2006 - November 2013 · 7 yrs 8 mos
Sammons Securities Company, LLCBroker
March 2006 - November 2013 · 7 yrs 8 mos
Money Concepts Capital CORP
September 2004 - March 2006 · 1 yr 6 mos
Money Concepts Capital CORPBroker
September 2004 - March 2006 · 1 yr 6 mos
State Registrations4 states
FLINMDTX
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.