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Gary Jesse Deardorff

Osaic Wealth, Inc.

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About Gary Jesse Deardorff

Gary Jesse Deardorff is an active investment advisor representative with Osaic Wealth, Inc. Gary has been in the industry for over 30 years and has experience with multiple firms, including Cetera Financial Specialists LLC and Woodbury Financial Services, Inc. Gary has several certifications and is a registered investment advisor in several states. Gary is committed to providing personalized financial advice to individuals and businesses, with a focus on developing long-term relationships with clients.

Firm Information

Gary Deardorff is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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percentage of assets

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

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Gary Deardorff’s Registration & Firm History

AZ

08/08/2024 - Present

Osaic Wealth, Inc. (PEORIA AZ)

AZ

11/20/2023 - 08/13/2024

CETERA FINANCIAL SPECIALISTS LLC (PEORIA AZ)

AZ

10/17/2017 - 11/27/2023

WOODBURY FINANCIAL SERVICES, INC. (PEORIA AZ)

AZ

06/01/2012 - 10/19/2017

NATIONAL PLANNING CORPORATION (PEORIA AZ)

AZ

06/05/2007 - 06/04/2012

NEXT FINANCIAL GROUP, INC. (GLENDALE AZ)

AZ

03/03/2000 - 06/14/2007

LINSCO/PRIVATE LEDGER CORP. (GLENDALE AZ)

CA

04/12/1993 - 03/20/2000

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

NA

07/10/1984 - 08/02/1984

J. W. GANT & ASSOCIATES, INC.

NA

11/22/1983 - 07/30/1984

WESTLAKE SECURITIES, INC.

NA

05/07/1984 - 07/06/1984

DILLON SECURITIES, INC.

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Licenses & Designations

IA

Issued 12/15/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1998

Series 7 - General Securities Representative Examination

BC

Issued 03/04/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gary Jesse Deardorff. Review regulatory record here.
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