Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Theodore Cox is an investment advisor representative at Assetmark, Inc. Gary has been in the industry since 2006 and is licensed to operate in California. Gary has passed the Series 66, Series 7 and SIE exams. In addition to his current position, Gary also works for Assetmark Financial Holdings, Inc. and Assetmark Brokerage, LLC. Previously, Gary was employed by Capital Brokerage Corporation and Neuberger Berman, LLC. Gary has extensive experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Gary is a specialist in Retirement Planning, Investment Advisory, Financial Planning and Estate Planning. Gary's firm provides services to individuals, corporations, investment companies, charitable organizations, pension and profit-sharing plans, and insurance companies. The firm manages a total of $65.6 billion in assets.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
CA
05/03/2011 - Present
Assetmark, Inc. (CONCORD CA)
VA
12/03/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
10/08/2008 - 11/14/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
03/22/2006 - 03/18/2008
NEUBERGER BERMAN, LLC (CHICAGO IL)
BOTH
Issued 05/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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