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Gary E

Series 63, Series 65

Dana Point, CA

LPL Enterprise

Gary Edkins is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Edkins is also involved with VISION! Executive Insurance & Financial Services, an affiliated business focused on insurance and financial services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services. The firm combines advisory programs with sales of financial products and insurance through affiliated entities, using research, model portfolios, and third-party strategists to support investment advice.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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