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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 Bret Fincher is an investment advisor representative with Cresset Asset Management, LLC. Gary has been in the industry since 1993. Gary Bret Fincher has been with Cresset Asset Management, LLC since May 2023. Before joining Cresset Asset Management, LLC, Gary Bret Fincher was with M HOLDINGS SECURITIES, INC. and SECURIAN FINANCIAL SERVICES, INC. Gary is licensed to provide investment advice in Tennessee.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TN
05/02/2023 - Present
Cresset Asset Management, LLC (Nashville TN)
TN
09/08/2010 - 05/01/2023
M HOLDINGS SECURITIES, INC. (NASHVILLE TN)
TN
08/26/1993 - 09/09/2010
SECURIAN FINANCIAL SERVICES, INC. (FRANKLIN TN)
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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