Gary Peter Salva

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Hartford, CT
• 01/2025 → Present
  Lpl Financial Llc
  Wethersfield, CT

Previous Registrations

• 1999-09-01 → 2025-01-24
  Osaic Fa, Inc.
  Hartford, CT
  Windsor, CT

Other Businesses

1)11/14/2024 - Charter Oak Wealth Planners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/14/2024 - Academy Financial, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)11/14/2024 - Gary Salva/Charter Oak Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/2020 - 24 Hr/Mth

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-25
• S63 Uniform Securities Agent State Law Examination
  1992-03-11

Other Names

• Gary P Salva