Gary Anthony Blount

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

• 08/2010 → Present
  Foresters Financial Services
  Charlotted, NC
• 12/2013 → Present
  Foresters Advisory Services Llc
  Charlotte, NC
• 11/2014 → Present
  Gary Blount Jr Llc
  Fort Mill, SC
• 07/2018 → Present
  Lpl Financial Llc
  Pineville, NC

Previous Registrations

• 2013-12-11 → 2018-07-24
  Foresters Advisory Services, Llc
  Charlotte, NC

Other Businesses

1) 07/12/2018 - Terrier Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 07/2018 2) 07/12/2018 - Good Life IA - Non-Variable Insurance - inv rel - at reported business location(s) - start: 07/2018 - 12 hr/mth 3) 07/12/2018 - Gary Blount Jr LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 07/2018

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-03
• S63 Uniform Securities Agent State Law Examination
  2010-10-01

Other Names

• Gary Anthony Blount