Thoroughbred Financial Services
47yrs
Top advisor by experience in Brentwood
40yrs
Based in Brentwood, Tennessee, Gary Croxall is a financial advisor with 40 years of industry experience. Gary has been with LPL Financial since 2024; before that, Gary spent 12 years at National Planning and 12 years at Croxall Capital Planning. Gary holds the CFP® designation.
At a glance
Experience40 years (since 1987)
How that compares ?Top 4% by experience nationwide
Office5115 Maryland Way Suite 116, Brentwood, TN 37027
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2006 – 2017National Planning CorporationPreviously
- 2005 – 2017Croxall Capital PlanningPreviously
Questions to ask Gary
Tailored to Gary’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gary
How do I contact Gary?
Call LPL Financial at 704-733-3300 and ask for Gary Croxall. Gary works from the Brentwood, TN office.
How long has Gary been a financial advisor?
Gary has been in the industry since 1987, about 40 years. Top 4% by experience nationwide.
What licenses does Gary hold?
Series 63. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gary paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gary for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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