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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 Teston is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Hattiesburg, Mississippi. Gary has been in the industry since 2001 and has a Series 6, 7, 63 and 66 license, as well as the SIE exam. Gary has previous experience with Mutual Service Corporation and Walnut Street Securities, Inc. Gary's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Gary offers financial planning, portfolio management, and other advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MS
08/25/2011 - Present
Cambridge Investment Research Advisors, Inc. (HATTIESBURG MS)
MS
10/08/2003 - 08/31/2009
MUTUAL SERVICE CORPORATION (HATTIESBURG MS)
CA
10/03/2001 - 10/10/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 08/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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