Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Davis is a financial advisor with over 20 years of experience in the industry. Gary is currently registered with Captrust in Greenville, South Carolina. Prior to joining Captrust, Gary was a financial advisor at Wells Fargo Advisors Financial Network, LLC for over 10 years. Gary holds the Series 63, Series 65, Series 7, and SIE licenses. Gary has a history of providing financial advice to individuals, businesses, and retirement plans. Gary is passionate about helping people 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.
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.
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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2
SC
07/02/2021 - Present
Captrust (GREENVILLE SC)
SC
09/07/2007 - 05/01/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE SC)
MO
06/15/2002 - 09/07/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/11/1995 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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