Gary Donald Beane

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

• 12/2003 → 06/2024
  Lincoln Financial Advisors Corporation
  Scarsdale, CT
• 06/2024 → Present
  Lpl Financial Llc
  Scarsdale, NY

Previous Registrations

• 2003-12-12 → 2024-06-05
  Osaic Fa, Inc.
  Tarrytown, NY
  Rye Brook, NY
  Scarsdale, NY
• 2002-03-26 → 2003-12-12
  Veravest Investment Advisors, Inc.
  Glastonbury, CT

Other Businesses

1- 04/2024 / Real Estate Sales / Mortgage/Real Estate Services / Investment Related / 1 hr mth / Scarsdale, NY / Start date: 05/31/1999 2 -04/2024 / Real Estate Rentals / Real Estate Rental / Investment Related / 2 hr mth / Scarsdale, NY / Start date: 01/15/2006 3- 04/2024 / Insurance Sales / Insurance Agency / Investment Related / 4 hrs mth / 2 hrs during trading / Mount Joy Ave / Start date: 01/10/2001 4) 12/17/2024- Beane Family Wealth- DBA for LPL Business (entity for LPL business)- INV Related- Home based- Start date 06/06/2024- 240 Hours Per Month- 8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-20
• S63 Uniform Securities Agent State Law Examination
  2001-01-22