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Gavin C Finnical

Investment adviser representative at Linden Thomas Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm 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
  • Pension consulting

Experience

10 years in the industry.

  1. Linden Thomas Advisory Services, LLCJan 2025 to now
  2. Linden Thomas and Company Securities, LLCJan 2025 to now
  3. Park Avenue SecuritiesAug 2023 to Jan 2025
  4. Guardian Life Insurance CompanyJul 2023 to Jan 2025
  5. Nylife Securities, LLCApr 2023 to Jul 2023
  6. New York Life Insurance CompanyFeb 2023 to Jul 2023
  7. Equitable Advisors, LLCNov 2022 to Feb 2023
  8. Mccormick & ShmicksAug 2022 to Dec 2022
  9. LPL FinancialJun 2021 to Mar 2022
  10. Evolution Craft Brewing CompanyMar 2019 to Jul 2022
  11. Americas Best Value InnOct 2018 to Mar 2019
  12. UnemployedAug 2018 to Oct 2018
  13. Office of Purchasing Baltimore CountyMay 2018 to Aug 2018
  14. Cheryvale LiquorsFeb 2018 to Aug 2018
  15. Brick BodiesFeb 2016 to Feb 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NC).

Linden Thomas Advisory Services, LLC

$1.8BAssets managed
1,366Clients
7Advisers
9 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
7390213
Firm CRD
288557
Advisor's SEC record (opens in a new tab)
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