Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Stephen Mayo is a financial advisor who has been in the industry since March 1982. Mayo is currently registered with Liberty Asset Management. He has previously been registered with a number of other firms, including Jefferson Pilot Securities Corporation, American Express Financial Advisors Inc., IDS Life Insurance Company and IDS Financial Services Inc. Mayo has a number of professional designations including Certified Financial Planner. Mayo holds several licenses including Series 7, Series 6, Series 22, Series 63, and SIE. Mayo also holds a number of professional designations, including Certified Financial Planner. Mayo has a number of specializations including financial planning, portfolio management for individuals, and portfolio management for businesses. He offers a variety of services to clients, including financial planning, portfolio management, and selection of other advisors. Mayo has a variety of compensation arrangements, including fixed fees, hourly charges, and a percentage of assets. Mayo's firm, Liberty Asset Management, has a number of different client types, including individuals, corporations, and charitable organizations.
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.
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.
Selection of other advisers fees
1
2
PA
10/17/2008 - Present
Liberty Asset Management (ALLENTOWN PA)
IN
05/13/1992 - 12/21/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
02/11/1982 - 04/11/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/1982 - 04/11/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
02/11/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 01/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Mayo is the right advisor for you? Invested Better is here to help.
