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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 Lynn Ely is an investment advisor representative at Truewealth Advisors, LLC, registered with the state of Alabama. Gary has been working in the financial industry since February 1, 1992. Gary has been with Truewealth Advisors, LLC since March 2021. He holds a Series 7, Series 63, Series 65 licenses and is also a Certified Financial Planner™. Gary has experience working with a wide range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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
AL
03/05/2021 - Present
Truewealth Advisors, LLC (Huntsville AL)
AL
05/16/2013 - 05/24/2013
BBVA SECURITIES INC. (HUNTSVILLE AL)
AL
07/12/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HUNTSVILLE AL)
AL
12/08/1995 - 07/10/2012
PROEQUITIES, INC. (HUNTSVILLE AL)
TX
01/23/1995 - 10/20/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
04/11/1991 - 06/29/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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