Gary Michael Cowles
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCMar 2026 to now
- Cambridge Investment Research Advisors, IncAug 2019 to Mar 2026
- Cambridge Investment Research, IncAug 2019 to Mar 2026
- Fortune Financial Services, Inc.Aug 2017 to Aug 2019
- The Cowles GroupMar 2014 to Jan 2024
- LPL Financial LLCFeb 2014 to Jul 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (MA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2228339
- Firm CRD
- 6413