Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Michael Cowles is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Rockport, MA. Gary has been in the securities industry for over 24 years and is registered with the state of Massachusetts. Gary specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses.
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
MA
09/27/2023 - Present
Cambridge Investment Research Advisors, Inc. (Rockport MA)
NH
05/18/2018 - 08/14/2019
LION STREET FINANCIAL, LLC (Londonderry NH)
NH
08/28/2017 - 05/18/2018
FORTUNE FINANCIAL SERVICES, INC. (Londonderry NH)
NH
02/28/2014 - 08/31/2017
LPL FINANCIAL LLC (LONDONDERRY NH)
MA
08/28/2012 - 03/20/2014
CAPTRUST (WOBURN MA)
MA
12/21/2005 - 08/29/2012
BAY COLONY SECURITIES CO., INC. (WOBURN MA)
MA
01/01/1999 - 12/31/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
05/07/1992 - 02/24/1993
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Cowles is the right advisor for you? Invested Better is here to help.
