Gary Paul Lux

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2008 → 02/2018
  Lincoln Financial Securities Corp
  Churchville, PA
• 02/2018 → Present
  Silver Oak Securities Inc
  Jackson, TN

Previous Registrations

• 2008-10-09 → 2018-03-02
  Osaic Fs, Inc.
  Corona, CA
  Churchville, PA
  Churchville, PA
  Irvine, CA
  Churchville, PA
• 2003-03-20 → 2004-04-27
  Eagle Strategies Llc
  Bala Cynwyd, PA

Other Businesses

1)FORTUNE STRATEGIES LLC, 172 CHURCHVILLE LANE CHURCHVILLE, PA 18966 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OFFERS ACCIDENT & HEALTH, DISABILITY, FIXED, AND TRADITIONAL INSURANCE PRODUCTS AS WELL AS INDEXED ANNUITIES AND LIFE SETTLEMENTS. START DATE: 11/87 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 80 2) Fortune Strategies LLC, 172 Churchville Lane, Churchville PA, 18966, Tax Preparation Services, Owner, the date this activity began: 03/01/2019, The approximate number of hours per month devoted to this business: 5, The approximate number of hours per month devoted to this business, during trading hours: 15, Is your activity investment related? No, Describe your duties and responsibilities as well as the products and services offered to this business: I'll be taking tax preparation data collection and employing a CPA to do actual tax preparation.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-08-02

Designations

• Chartered Financial Consultant

Other Names

• Gary Paul Lux
• Gary P Lux