Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Bedford is a financial advisor with over 30 years of experience in the industry. Gary has been registered with Cambridge Investment Research Advisors, Inc. since April 2018, and prior to that, Gary was registered with LPL Financial LLC from November 2014 to May 2018. Gary holds licenses for both securities and investment advisory services. Gary's primary focus is on providing financial planning and portfolio management services to individuals and businesses. Gary also specializes in retirement planning and asset allocation.
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
CO
04/24/2018 - Present
Cambridge Investment Research Advisors, Inc. (Boulder CO)
CO
11/17/2014 - 05/09/2018
LPL FINANCIAL LLC (BOULDER CO)
CO
05/03/2004 - 11/17/2014
MID ATLANTIC CAPITAL CORPORATION (BOULDER CO)
CA
01/20/1993 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
MA
12/10/1992 - 06/16/1994
MANEQUITY, INC. (BOSTON MA)
NY
10/17/1991 - 01/22/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
AZ
11/19/1989 - 10/16/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/07/1987 - 01/23/1990
FIDELITY EQUITY SERVICES CORPORATION
NA
12/06/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/26/1984 - 12/23/1985
FSC SECURITIES CORPORATION
IA
Issued 08/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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