Gary Lynn Deese, Cltc

Current Employers

Employment History

• 11/2011 → Present
  Lpl Financial Llc
  Lexington, SC
• 06/2014 → Present
  Independent Advisor Alliance, Llc
  Charlotte, NC

Previous Registrations

• 2007-02-15 → 2011-11-08
  Edward Jones
  Lexington, SC

Other Businesses

1. 09/12/2011 - CRESCENT FINANCIAL GROUP - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 06/23/2014 - AFLAC - INV REL - 111-B LIBRARY HILL LANE LEXINGTON, S.C. 29072 - NON-VARIABLE INSURANCE - START 06/20/2014 - 2 HOUR PER MONTH, 2 DURING TRADING - LIFE, HEALTH, DISABILITY 3. 06/26/2014 - INDEPENDENT ADVISOR ALLIANCE - INV REL - BRANCH LOCATION 111-B LIBRARY HILL LANE, LEXINGTON, S.C. 29072 - (HYBRID) INDEPENDENT ADVISOR ALLIANCE - REGISTERED INVESTMENT ADVISOR HYBRID - START 06/20/2014 - 80 HOURS PER MONTH, 80 DURING TRADING - INVESTMENT ADVISOR REPRESENTIVE 4. 07/17/2015 - CRESCENT FINANCIAL GROUP - INV REL - 111-B LIBRARY HILL LANE LEXINGTON, S.C. 29072 - INSURANCE AGENCY - START 07/02/2015 - 40 HOURS PER MONTH, 40 DURING TRADING - PRESIDENT & FINANCIAL ADVISOR 5. 11/11/2015 - Independent Advisor Alliance - Registered Investment Advisor - DBA: (Hybrid) Crescent Financial Group LLC - inv rel - at reported business location(s) - start 11/08/2011 - 60 Hr/Mo; 375 Hour(s) During Securities Trading 6. 12/15/2015 - Summit Financial Advisors - Insurance Agency - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 06/20/2014 - 2 HRS/MO DURING SECS TRDG HRS. 7. 5/6/2016: Crescent Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/29/2016 - 10 Hours per Month/0 Hours During Securities Trading. 8. 11/03/2016: Independent Advisor Alliance - Registered Investment Advisor Hybrid - DBA: (Hybrid) Crescent Financial Group - Investment Related - At Reported Business Location(s) - Start 11/08/2011 - 60 Hr/Mo; 8 Hour(s) During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 11/3/16. I expect to spend approximately 60 hours/month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 01/25/2024 - Milner Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/14/2024 - 20 Hours Per Month/ During Trading 10. 09/18/2024 - Crescent Meadow Farm - Real Estate Rental - Owner - Investment Related - At Reported Business Location(s) - Start Date 03/15/2024 - 40 Hours Per Month/ 1 Hour During Trading 11. 11/08/2024 - Heart Pine Resources LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 100 Hours Per Month/ 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-02-05
• S63 Uniform Securities Agent State Law Examination
  2003-03-13

Other Names

• Gary Lynn Deese