Unclaimed
Gary DeVicci is a financial professional with over 45 years of experience in the industry. Gary currently works for Cambridge Investment Research Advisors, Inc. Gary has a diverse background, having worked with several firms in the past, including Cantella & Co., Inc., CPI Capital, Robert Thomas Securities, Inc, Royal Alliance Associates, Inc., First Colonial Securities Group, Inc., and Manequity, Inc. Gary holds a variety of licenses and certifications, including Series 65, Series 63, Series 53, Series 27, Series 24, Series 99TO, SIE, Series 7, and Series 1. Gary is also a Certified Financial Planner and a Chartered Financial Consultant. Gary specializes in providing financial planning services to individuals, families, and businesses. Gary also provides portfolio management services to a variety of clients. Gary is committed to providing his clients with the highest level of service and expertise.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NJ
12/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Voorhees NJ)
NJ
09/17/2012 - 12/09/2022
CANTELLA & CO., INC. (Voorhees NJ)
NJ
09/08/1998 - 11/08/2012
CPI CAPITAL (VOORHEES NJ)
FL
09/19/1996 - 09/15/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
AZ
02/16/1994 - 09/24/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
01/28/1992 - 03/04/1994
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
MA
10/09/1978 - 12/31/1991
MANEQUITY, INC. (BOSTON MA)
NA
04/21/1977 - 07/12/1978
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 11/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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