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Gary Daniel Devicci

Cambridge Investment Research Advisors, Inc.

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About Gary Daniel Devicci

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.

Firm Information

Gary Devicci is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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Gary Devicci’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gary Daniel Devicci. Review regulatory record here.
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