Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Craig Crenshaw is a financial advisor at Raymond James Financial Services Advisors, Inc. Gary has been in the financial services industry since 1994 and has been with Raymond James since August 2018. Previously, Gary worked for SunTrust Investment Services, Inc., Purshe Kaplan Sterling Investments, Wells Fargo Advisors, LLC, and Banc of America Investment Services, Inc. Gary is a registered representative in Florida, Georgia, Illinois, Indiana, New York, North Carolina, South Carolina, and Virginia. Gary holds the Series 7, Series 63, and Series 65 licenses. Gary is also an associate at Pinnacle Bank/Pinnacle Financial Partners and an associate at Pinnacle Asset Management.
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)
1
2
NC
10/01/2018 - Present
Raymond James Financial Services Advisors, Inc. (RALEIGH NC)
NC
05/06/2013 - 08/29/2018
SUNTRUST INVESTMENT SERVICES, INC. (LENOIR NC)
NC
01/10/2011 - 05/14/2013
PURSHE KAPLAN STERLING INVESTMENTS (RALEIGH NC)
NC
10/12/2004 - 12/10/2010
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
MA
01/01/1998 - 09/14/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
02/18/1997 - 01/01/1998
NATIONSSECURITIES
NC
09/30/1994 - 03/10/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 11/4/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/6/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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