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Gary Lee Corderman

Verified

Verified

Farther

Specializations
Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Publication of Financial Periodicals
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About Gary Lee Corderman

Gary Lee Corderman is a registered Investment Advisor Representative with Farther. Gary has been in the financial industry since 1987. Gary has a Series 6, Series 63 and Series 65 license. Gary has worked with Halbert, Hargrove & Co., Lord Abbett Distributor LLC, Fidelity Investments Institutional Services Company, Inc. and The Variable Annuity Marketing Company. Gary has experience in financial planning, pension consulting, publication of periodicals and portfolio management for individuals. Gary is currently registered in California.

Firm Information

Gary Corderman is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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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 Corderman’s Registration & Firm History

CA

09/25/2023 - Present

Farther (Sherman Oaks CA)

CA

11/20/1998 - 12/31/2010

HALBERT, HARGROVE & CO. (LONG BEACH CA)

NJ

06/11/1997 - 06/29/1998

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

RI

03/25/1992 - 10/20/1994

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

TX

06/03/1987 - 02/25/1992

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/14/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Lee Corderman.
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