Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Alan Briggs is a financial advisor who has been working in the industry since May 2014. Gary has a Series 7, Series 66 and SIE license and is registered with Edward Jones in Texas, as well as several other states including Colorado, Florida, Georgia, Illinois, Michigan, Nebraska, Nevada, New York, Ohio, Oregon, South Carolina, South Dakota, Virginia, and Washington. Gary has experience working with individual clients, as well as those working in businesses, corporations and other institutions. The types of clients Gary works with most frequently include high-net-worth individuals, corporations, partnerships, investment clubs, limited liability companies, and charitable organizations. Gary specializes in providing financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. Gary is currently employed with Edward Jones in The Colony, Texas, and has been with the company since April 2014.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
06/23/2014 - Present
Edward Jones (THE COLONY TX)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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