Unclaimed
Gary King is a financial advisor with D.A. Davidson & Co. Gary has been in the industry for over 20 years and has a strong track record of success. Gary is licensed in multiple states and holds the Series 7, Series 63, and Series 65 licenses. Gary is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Prior to joining D.A. Davidson & Co., Gary worked at SMITH HAYES FINANCIAL SERVICES CORPORATION and LEGENT CLEARING. Gary is a dedicated professional who is passionate about helping his clients achieve their financial goals. Gary King is a valuable resource for individuals and families looking for experienced financial 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.
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.
A percentage of the total value of assets under management is charged.
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2
NE
12/03/2018 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
09/25/2006 - 07/25/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
06/04/2002 - 08/31/2006
LEGENT CLEARING (OMAHA NE)
NE
09/03/1999 - 10/18/2002
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
IA
Issued 03/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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