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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Earl Augustine is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Avantax Planning Partners, Inc. in Pennsylvania and Texas. Gary has a broad range of experience in financial planning, investment management, and retirement planning. He specializes in working with individuals, families, businesses, and charitable organizations. Prior to joining Avantax Planning Partners, Inc., Gary was previously employed by a number of firms including PURSHE KAPLAN STERLING INVESTMENTS, CAMBRIDGE INVESTMENT RESEARCH, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., KEOGLER, MORGAN & COMPANY, INC., USLIFE EQUITY SALES CORP., and FIRST AMERICAN NATIONAL SECURITIES, INC. Gary holds a number of licenses and certifications, including Series 6, 7, 31, 63 and 65. Gary is committed to providing his clients with personalized financial advice and guidance to help them 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.
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2
PA
02/07/2024 - Present
Avantax Planning Partners, Inc. (Seven Fields PA)
PA
09/02/2014 - 11/29/2017
PURSHE KAPLAN STERLING INVESTMENTS (Sarver PA)
PA
02/16/2007 - 09/11/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (SARVER PA)
PA
05/27/1997 - 02/20/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARVER PA)
AZ
01/31/1997 - 05/28/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
08/29/1995 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
02/01/1991 - 09/01/1995
USLIFE EQUITY SALES CORP. (NEW YORK NY)
GA
08/24/1989 - 02/04/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 02/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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