Unclaimed
Gary Sawyer has been in the financial services industry since 1973. Currently, Gary is a Registered Representative for Independent Financial Partners, based in Daniel Island, South Carolina. Gary has previously worked for other firms, including LPL Financial LLC, Financial Telesis Inc, National Planning Corporation, ING Financial Partners, Inc., Ameritas Investment Corp, and Hornor, Townsend & Kent, Inc. Gary is a Chartered Financial Consultant. Gary offers a variety of financial services, including financial planning, pension consulting, educational seminars, and investment management.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
SC
01/01/2025 - Present
Independent Financial Partners (Daniel Island SC)
NE
09/12/2014 - 05/23/2019
LPL FINANCIAL LLC (OMAHA NE)
NE
05/05/2009 - 09/12/2014
FINANCIAL TELESIS INC (OMAHA NE)
WI
09/07/2007 - 05/04/2009
NATIONAL PLANNING CORPORATION (MADISON WI)
WI
02/02/2000 - 08/17/2007
ING FINANCIAL PARTNERS, INC. (MADISON WI)
NE
10/26/1999 - 01/31/2000
AMERITAS INVESTMENT CORP. (LINCOLN NE)
PA
01/30/1981 - 11/22/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
10/12/1971 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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