Kellam Insurance and Financial Services
39yrs
Top 3% by experience in Utah
40yrs
Based in Midway, Utah, Gary Gorga is a fiduciary financial advisor with 40 years of industry experience. Gary has been with LPL Financial since 2025; before that, Gary spent 28 years at Cadaret, Grant & CO.. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 8 advisors with offices in Midway, and one of 8 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top advisor by experience in Midway
OfficeMidway, UT
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowLPL Financial LLCCurrent firm
- 1998 – 2025Cadaret, Grant & CO., Inc.Previously
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
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About Gary
How do I contact Gary?
Call LPL Financial at (704) 733-3300 and ask for Gary Gorga. Gary works from the Midway, UT office.
How long has Gary been a financial advisor?
Gary has been in the industry since 1987, about 40 years. Top advisor by experience in Midway.
What licenses does Gary hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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