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Gary Ray Schafer

Kingswood Capital Partners, LLC

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About Gary Ray Schafer

Gary Ray Schafer is a financial advisor with Kingswood Capital Partners, LLC. Gary is a registered representative with FINRA and is licensed in Georgia. Gary joined Kingswood Capital Partners, LLC in 2018 and has over 14 years of experience in the financial services industry. Gary holds the Series 7, Series 63, and SIE licenses.

Firm Information

Gary Schafer is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

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.

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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Gary Schafer’s Registration & Firm History

GA

06/15/2018 - Present

Kingswood Capital Partners, LLC (Atlanta GA)

NY

01/08/2018 - 06/15/2018

NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)

GA

02/13/2013 - 12/31/2017

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

GA

06/23/2004 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 12/07/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Ray Schafer.
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