Gail M Mackler-Carlino

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 06/2024
  Wells Fargo Advisors Financial Network, Llc
  Northfield, NJ
• 06/2024 → Present
  Prospera Financial Services Inc.
  Dallas, TX

Previous Registrations

• 2012-10-03 → 2024-07-19
  Wells Fargo Advisors Financial Network, Llc
  Northfield, NJ
• 2005-11-30 → 2012-10-08
  Janney Montgomery Scott Llc
  Linwood, NJ
  Linwood, NJ

Other Businesses

Seashore Wealth Mgmt; Investment Related - Yes; 1202 Tilton Rd., Suite 2, Northfield, NJ 08224; DBA; Advisor; Owner; 10/2012; 160 Hours per Month; 160 During Trading Hours; Owner, holding company for financial planning and investment related services.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-02
• S63 Uniform Securities Agent State Law Examination
  1985-03-29

Other Names

• Gail Carlino
• Gail Carlino
• Gail Macklercarlino
• Gail Mackler Carlino
• Gail Mackler Carlino
• Gail M Macklercarlino
• Gail M Mackler-Carlino
• Gail Mackler-Carlino