Gerad Ryan Mowrey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → Present
  Lpl Financial, Llc
  La Mesa, CA
• 07/2016 → Present
  Summit Financial Group
  La Mesa, CA

Other Businesses

1. 01/11/2008: GMGG, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 11/09/2016: Summit Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 11/02/2016 - 0 Hr/Mo. 3. 1/21/2020 - Summit Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/14/2020 - 80 Hours Per Month During Securities Trading. 4. 04/26/2024 - Summit Financial Group - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started: 1/1/2024 - 80 Hrs/Mo; 40 Hrs During Trading. 5. 02/25/2026 - GB AVIATION LLC - Business Owner - Not Investment Related - Alpine, CA - Start Date 02/20/2026 - 0 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-26
• S63 Uniform Securities Agent State Law Examination
  1999-10-13

Designations

• Certified Financial Planner

Other Names

• Gerad Ryan Mowrey
• Gerad Ryan Mowrey, Cfp