Garry B. Lindboe
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Garry Bruce Lindboe was a registered financial professional .
Garry is a previously registered financial professional and started their career in finance in 1966. Garry had worked at 9 firms and has passed the Series 7TO, SIE, Series 1, Series 24 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 31, 2000 - January 10, 2023
MERIDIAN INVESTMENT ADVISORS, INC.
March 29, 1999 - December 31, 2008
DFP CONSULTANTS, INC.
December 28, 1977 - January 12, 2024
PACTOLUS CAPITAL PARTNERS
June 10, 1974 - May 1, 1977
COMPASS ASSET MANAGEMENT, INC.
March 22, 1973 - August 1, 1974
SECURITIES CLEARING CORPORATION
January 23, 1973 - April 5, 1974
PSC SECURITIES, INC.
December 7, 1971 - July 20, 1974
DYNAVEST SECURITIES, INC.
January 21, 1971 - July 4, 1973
UNL EQUITY CORP
May 31, 1966 - February 15, 1971
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
Primary Firm SEC Registration
MERIDIAN INVESTMENT ADVISORS, INC.
CRD#: 107593 / SEC#: 801-46376
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 5/27/1966
Registered Representative ExaminationSeries 00
Date: 8/27/1974
General Securities Principal ExaminationCurrent Firm
MERIDIAN INVESTMENT ADVISORS, INC.
CRD#: 107593 / SEC#: 801-46376
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,094 |
| AUM (Assets Under Management) | $ 532,684,776 |
Red Flags
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