Gary Gebhardt, financial advisor Creve Coeur MO

Gary Gebhardt

CRD Number: 3135494
Current Firm: Lpl Financial LLC

Gary Gebhardt (CRD# 3135494) is an Investment Advisor Representative working at Lpl Financial LLC in Creve Coeur, MO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Creve Coeur, MO Jul 2021 - Current 2
National Preparedness Association Creve Coeur, MO Oct 2016 - Jul 2021 4
Gary Gebhardt, LP Hazelwood, MO Aug 2016 - Jul 2021 4
Foxtail Gp, Inc. Hazelwood, MO Aug 2016 - Jul 2021 4
Various Insurance Carriers For W&r Insurance Agencies St Charles, MO Mar 2012 - Jul 2021 9
Waddell & Reed, Inc. Creve Coeur, MO Mar 2012 - Jul 2021 9
Niteots, LLC St Charles, MO Jan 2012 - Jul 2021 9
Executive Safety Consultants, LLC Creve Coeur, MO Aug 2016 - Jan 2020 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Gary M. Gebhardt
Phone Number: 704-733-3300
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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