Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Gray is a financial advisor with Avantax Advisory Services. Gary has been in the financial industry since 1992, holding a Series 6, 7, 63 and 66 licenses. Gary also holds a current state registration in Arizona, Arkansas, California, Colorado, Idaho, Kentucky, Nevada, North Carolina, Pennsylvania, Texas, Utah and Washington. Gary is a licensed insurance representative for Avantax and specializes in providing financial planning and investment advice to individuals, families, and businesses. In addition, Gary provides tax preparation services. Gary offers a variety of financial services and can provide guidance on topics such as retirement planning, college savings, investment management, and estate planning. Gary is a dedicated professional with a commitment to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/01/2025 - Present
Avantax Advisory Services (ANAHEIM CA)
CA
01/06/2009 - 11/02/2010
SAMMONS SECURITIES COMPANY, LLC (YORBA LINDA CA)
CA
01/27/1992 - 01/22/2009
H.D. VEST INVESTMENT SERVICES (YORBA LINDA CA)
BOTH
Issued 08/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Gray is the right advisor for you? Invested Better is here to help.
