Gary Mesko
Gary Mesko is a registered investment advisor at LPL Financial LLC, based in Sarasota, FL, with 20 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
3277 Fruitville Rd Bldg. F1, Sarasota, FL, 34237
Get directionsHistory
Regulatory History (1)
Criminal
July 1999Other Business ActivitiesSells Insurance
Gary operates The InCompass Group LLC as a DBA for his LPL business and also provides tax preparation/accounting services. He is also an agent for fixed insurance products and sells various insurance products including life, disability, property & casualty, long-term care, health insurance, and fixed annuities, dedicating about a quarter of his time to these activities. Additionally, Gary is a notary public and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations35 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.