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Gary Tucker Goss

Equity Services, Inc.

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About Gary Tucker Goss

Gary Goss is a financial advisor in MONTPELIER, VT. Gary has been in the financial industry since 1981. Gary is a registered representative of Equity Services, Inc. Gary has been with Equity Services, Inc. since 1981. The firm's main office is located at ONE NATIONAL LIFE DRIVE in MONTPELIER, VT. Gary is registered as an investment advisor representative in Kansas and is a registered representative in Colorado, Florida, Kansas and Missouri.

Firm Information

Gary Goss is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Goss’s Registration & Firm History

VT

06/11/2001 - Present

Equity Services, Inc. (MONTPELIER VT)

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Licenses & Designations

IA

Issued 02/04/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Tucker Goss.
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