AdFi

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+)
GB

Gary Bladen

California·CRD #6131350
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
GB

Gary Blake Wallace

Texas·CRD #7865849
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
GB

Gary Blayde Davis

California·CRD #719094
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
46 yrs
States
4
Exams
5
Since
1980
Est. fee
AUM / Hourly / Flat Fee
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GB

Gary Breneman

Missouri·CRD #2967274
Dual-registered

Dual-registered at WEALTH MANAGEMENT

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
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GB

Gary Brian Carson Jr

District Of Columbia·CRD #6858096
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
View profile
GB

Gary Brian Kaltbaum

Arizona·CRD #1082074
Dual-registered

Dual-registered at KALTBAUM CAPITAL MANAGEMENT

Experience
42 yrs
States
4
Exams
4
Since
1984
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$500k
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GB

Gary Bruce Berdoff

New Jersey·CRD #1401600
Dual-registered

Dual-registered at NORTHSTAR FIDUCIARY PARTNERS, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Flat Fee
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GB

Gary Bruce Lage

Michigan·CRD #733185
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
45 yrs
States
3
Exams
6
Since
1981
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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GB

Gary Bruce Rome

Florida·CRD #2305720
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
33 yrs
States
1
Exams
5
Since
1993
Fee
AUM / Hourly / Flat Fee / Other
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GB

Gary Bruce Wetzel

Pennsylvania·CRD #464224
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
53 yrs
States
1
Exams
6
Since
1973
Est. fee
AUM / Hourly / Flat Fee
View profile
GB

Gary Bryan Ferrugiari

New York·CRD #847747
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
48 yrs
States
1
Exams
8
Since
1978
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GB

Gary Bryon Gragg Jr.

Florida·CRD #4476409
IA Rep

Investment Adviser Rep at GRAGG FINANCIAL

Experience
9 yrs
States
3
Exams
1
Since
2017
Est. fee
AUM / Hourly
View profile
GB

Gary Buchanan

Montana·CRD #868924
Dual-registered

Dual-registered at MSH CAPITAL ADVISORS LLC

Experience
41 yrs
States
1
Exams
7
Since
1985
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
GC

Gary Carl Smith

Oregon·CRD #2824121
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
29 yrs
States
2
Exams
6
Since
1997
Est. fee
AUM / Flat Fee
View profile
GC

Gary Carmon Holvick Jr

Florida·CRD #2873203
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
4
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GC

Gary Cartwright

Rhode Island·CRD #6801438
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
GC

Gary Charles Cranford

Nevada·CRD #1363063
Dual-registered

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

Experience
41 yrs
States
2
Exams
7
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
GC

Gary Charles Gray

California·CRD #2199842
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
GC

Gary Chong

Hawaii·CRD #2415743
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GC

Gary Christopher Alexander

Arkansas·CRD #2882199
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
5
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GC

Gary Christopher Johnson

South Carolina·CRD #2783763
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
GC

Gary Clancy

Florida·CRD #2317481
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
GC

Gary Cleveland Collier

Virginia·CRD #873890
Dual-registered

Dual-registered at LOMBARD ADVISERS INCORPORATED

Experience
47 yrs
States
1
Exams
5
Since
1979
Est. fee
AUM / Flat Fee
View profile
GC

Gary Coley Meyerer

Connecticut·CRD #872752
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
47 yrs
States
2
Exams
6
Since
1979
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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