Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Charles Shepard is a financial advisor with Calton & Associates, Inc. Gary is a licensed investment advisor with the Series 65 license. Gary has been in the financial services industry since 1998. Gary has worked with Sagepoint Financial, Inc., SunAmerica Securities, Inc., and Hornor, Townsend & Kent, Inc. Gary has a strong background in securities and investment management. Gary specializes in financial planning, portfolio management, and selection of other advisors.
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.
Earned based on transactions or products sold.
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.
1
2
FL
09/01/2010 - Present
Calton & Associates, Inc. (CLEARWATER FL)
FL
10/31/2005 - 09/02/2010
SAGEPOINT FINANCIAL, INC. (CLEARWATER FL)
AZ
05/05/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
PA
06/26/1998 - 04/14/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 07/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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