Gary Gorga is a registered investment advisor at LPL Financial LLC, based in Midway, UT, with 45 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
Midway, UT
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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 is a part owner of a professional office building through Harrison Real Estate Associates, LLC since 2007. He also works as an insurance agent since 1978, selling life, health, long-term care, and fixed annuities, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Uslife Equity Sales CORP.Broker
Wealth Builders Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
W. S. Griffith & CO., INC.Broker
Radford Capital CorporationBroker
John Hancock Mutual Life Insurance CompanyBroker
Mutual Benefit Financial Service CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations12 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.