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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Tangwall is an Investment Advisor Representative associated with Beacon Pointe Advisors, LLC. Gary has been a part of the financial services industry for over 40 years. Gary is registered with the state of Florida as an Investment Advisor Representative. Gary has worked at various firms throughout their career including Thrivent Investment Management, Inc., Purshe Kaplan Sterling Investments, and Landmark Wealth Management Group. Gary's primary employment is with Beacon Pointe Advisors, LLC, located in Newport Beach, California. Gary's firm provides a variety of advisory services including Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management. Gary is a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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2
CA
01/13/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
MN
07/16/2020 - 02/16/2024
PURSHE KAPLAN STERLING INVESTMENTS (Lake Elmo MN)
MN
07/01/2002 - 07/15/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Lake Elmo MN)
MN
06/06/1984 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 05/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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