Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary C. Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. Gary has been in the financial services industry since December 1986. Gary has been with Raymond James since January 2002. Prior to joining Raymond James, Gary worked at H.D. Vest Investment Services. Gary is registered in Texas and has earned the Series 6 and Series 63 licenses, as well as the SIE exam. Gary specializes in working with individuals, corporations, and retirement plans. Gary is also a CPA.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
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2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (DALLAS TX)
TX
01/18/2002 - 12/12/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
12/23/1986 - 02/01/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 12/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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