Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Dorsey is an investment advisor with Silver Oak Securities, Inc., a registered investment advisor based in Jackson, Tennessee. Gary Dorsey's professional career started in 1995 and he has worked at several firms since then, including LPL FINANCIAL LLC and INVEST FINANCIAL CORPORATION. He has registrations in Georgia and Texas. Gary Dorsey holds a Series 63, 65 and 7 licenses. His firm provides a number of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
1
2
GA
04/25/2022 - Present
Silver OAK Securities, Inc. (Jesup GA)
GA
02/14/2018 - 04/28/2022
LPL FINANCIAL LLC (JESUP GA)
GA
02/12/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (JESUP GA)
GA
01/23/1995 - 03/05/2009
ROYAL ALLIANCE ASSOCIATES, INC. (JESUP GA)
IA
Issued 05/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Dorsey is the right advisor for you? Invested Better is here to help.
