Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Dennis is a registered Investment Advisor Representative with GWD Capital Management, LLC. Gary has been in the industry since 1991 and has previously been employed with firms such as First Research Financial, DLS Capital Partners, Inc. and Southwest Securities, Inc. Gary Dennis has passed the Uniform Investment Adviser Law Examination (Series 65) and the General Securities Representative Examination (Series 7). GWD Capital Management, LLC is a Registered Investment Advisor with the state of Texas. The firm manages approximately $16,743,505 in assets for clients.
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.
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
TX
01/08/2021 - Present
GWD Capital Management, LLC (COPPELL TX)
TX
01/04/1996 - 12/31/2020
FIRST RESEARCH FINANCIAL (COPPELL TX)
TX
01/17/1995 - 10/23/1996
DLS CAPITAL PARTNERS, INC. (DALLAS TX)
TX
01/25/1993 - 10/12/1994
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
AR
05/22/1992 - 12/23/1992
POWELL & SATTERFIELD, INC. (LITTLE ROCK AR)
TX
09/19/1991 - 05/15/1992
SOUTHWEST SECURITIES, INC. (DALLAS TX)
IA
Issued 09/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gary Dennis is the right advisor for you? Invested Better is here to help.
