Gary Alan Meharg

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

• 04/1984 → Present
  Financial Synergy Group, Ltd
  Northville, MI
• 04/1984 → Present
  Professional Insurance Mgmt Inc.
  Northville, MI
• 08/1980 → Present
  Self-Employed Insurance Agent
  Detroit, MI
• 09/2010 → 06/2018
  Securities America, Inc.
  Northville, MI
• 09/2010 → 06/2018
  Securities America Advisors, Inc.
  Northville, MI
• 06/2018 → Present
  Lpl Financial Llc
  Northville, MI

Previous Registrations

• 2010-09-10 → 2018-06-11
  Securities America Advisors, Inc.
  Northville, MI
• 2006-10-04 → 2010-09-14
  Equitas America, Llc
  Livonia, MI
  Livonia, MI

Other Businesses

1)06/11/2018 - Insurance Agency - Professional Insurance Management, Inc. - 10% - Northville, MI 48168 2)06/11/2018 - Business Entity For Tax/Investment Purposes Only - Financial Synergy Group, Ltd. - 15% - Northville MI 48168

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-08
• S63 Uniform Securities Agent State Law Examination
  1984-08-06

Other Names

• Gary A Meharg