Gary Barney
Gary Barney is a registered investment advisor at LPL Financial LLC, based in Troy, MI, with 10 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2050 Livernois Rd Ste B, Troy, MI, 48083-1757
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Gary sells non-variable insurance, dedicating about half his time to this activity. He also operates under the DBA True-North Financial Group for his LPL business, spending full-time hours on securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
The O.N. Equity Sales CompanyBroker
W&s Brokerage Services, INC.Broker
State Registrations1 state
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
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