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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 Wilkins is a financial advisor with Burnham Gibson Wealth Advisors, LLC. Gary has been in the industry since 1993. Gary offers financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Gary is registered with the states of Florida and Texas. Gary has over 30 years of experience in the financial services industry and has held positions with several firms including GWFS Equities, Inc., Benefitcorp Equities, Inc., BKS Retirement Services, and The Baldwin Group. Gary is committed to providing clients with personalized financial advice and guidance. Gary is a registered representative with the Securities Industry Essentials (SIE) and holds Series 6, 63, 65, and 26 licenses.
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.
A percentage of the total value of assets under management is charged.
Value of plan assets
1
2
FL
10/09/2024 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
TX
05/14/1993 - 10/11/2021
GWFS EQUITIES, INC. (HOUSTON TX)
IA
Issued 02/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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