Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary David Carlisle is a financial professional with over 30 years of experience in the industry. Gary is a registered representative of Avantax Investment Services, Inc. and is currently licensed to conduct business in Alabama, Louisiana, New York, Tennessee, and Texas. Gary has been with Avantax Investment Services, Inc. since 2004. Prior to that, Gary was employed by SunAmerica Securities, Inc. and H.D. Vest Investment Securities, Inc. Gary holds the Series 6, 7, and 63 licenses. Gary has a demonstrated commitment to his clients, providing them with personalized financial advice and guidance.
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.
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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2
LA
07/23/2004 - Present
Avantax Investment Services, Inc. (Arcadia LA)
AZ
03/05/1999 - 12/31/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
04/07/1987 - 10/22/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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