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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
GW

Garrett William Atkins

Maryland·CRD #7702947
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
GW

Garrett William Kelley

California·CRD #2499725
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
28 yrs
States
1
Exams
5
Since
1998
Fee
AUM / Flat Fee / Performance-based
View profile
GW

Garrett William Oakey

Illinois·CRD #8261165
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
GA

Garrick Allen Peters

California·CRD #2566077
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
1
Exams
4
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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GB

Garrick Burton Gowing

Washington·CRD #2448582
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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GD

Garrick David Gookin

California·CRD #4925108
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GM

Garrick Michael King

New Hampshire·CRD #7593077
IA Rep

Investment Adviser Rep at FINANCIAL SYMMETRY INC.

Experience
4 yrs
States
2
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
GT

Garrick Trosper

Florida·CRD #6652205
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
GL

Garrie Lewis

New Jersey·CRD #5321337
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
3
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
GD

Garrison Daniel Hunter

California·CRD #8098636
IA Rep

Investment Adviser Rep at NIM WEALTH SOLUTIONS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
GK

Garrison Keith McGraw

Alabama·CRD #7313056
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
GM

Garrison McCauley

Oklahoma·CRD #7971609
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
GS

Garrison Schilling

Illinois·CRD #6504926
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
GH

Garrit Heinrich Otten

Minnesota·CRD #7241234
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
GA

Garry Andrew Egre

Florida·CRD #4739018
Dual-registered

Dual-registered at THE BENDIX FINANCIAL GROUP, INC.

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$100k
View profile
GB

Garry Bale

Connecticut·CRD #4536939
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
19 yrs
States
2
Exams
6
Since
2007
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
GC

Garry Clemons Helyer

Connecticut·CRD #807670
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
51 yrs
States
2
Exams
6
Since
1975
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GD

Garry David Scheufler

Texas·CRD #2174391
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
GL

Garry Lee Pakozdy

South Carolina·CRD #6113109
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
14 yrs
States
1
Exams
1
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
GP

Garry Parrant Bishop

Virginia·CRD #8145444
IA Rep

Investment Adviser Rep at PROFOCUS INCORPORATED

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
GP

Garry Phillip Kohn

Ohio·CRD #2926700
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
29 yrs
States
1
Exams
8
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GR

Garry Raymond Matthew Payne

New York·CRD #1423193
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
40 yrs
States
2
Exams
7
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
GR

Garry Ron Kirkland

Colorado·CRD #1646275
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
39 yrs
States
2
Exams
6
Since
1987
Est. fee
AUM / Hourly / Flat Fee
View profile
GT

Garson Tanner Graham

California·CRD #7683373
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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