GP
ChFC
GP
ChFC

Gary William Pelletier

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

39 Simon Street Ste 1, Nashua, NH, 03060-3046

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gary is involved with several business activities, including Northeast Planning Associates Inc. as a DBA for his LPL business, Pelletier Financial Group LLC for tax/investment purposes, and PFG Realty LLC for real estate rental. He also acts as a trustee for an irrevocable insurance trust and sells non-variable insurance products, dedicating a few hours per week to the latter.

Employment History
Current Registrations
LPL Financial LLC
July 2007 - Present · 18 yrs 7 mos
LPL Financial LLCBroker
July 2007 - Present · 18 yrs 7 mos
Northeast Planning Associates, INC.
July 2004 - Present · 21 yrs 7 mos
Previous Registrations
Mutual Service Corporation
November 2003 - September 2004 · 10 mos
Mutual Service CorporationBroker
November 2003 - December 2007 · 4 yrs 1 mo
Veravest Investment Advisors, INC.
December 1989 - November 2003 · 13 yrs 11 mos
Veravest Investments, INC.Broker
July 1984 - November 2003 · 19 yrs 4 mos
State Registrations26 states
ALAZCACTFLGAKYMAMDMENCNHNJNMNYOKPARISCSDTNTXUTVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gary William Pelletier - Financial Advisor | TrueAdvisor