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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gay? Claim Your ProfileGay Shepard Truscott is a financial professional with over 13 years of experience in the financial services industry. Gay is a Certified Financial Planner® and holds the Series 6, Series 63, and Series 65 licenses. Gay is currently a Senior Vice President at Edgemoor Investment Advisors, Inc., a firm that specializes in providing investment advisory services to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
MD
07/18/2011 - Present
Edgemoor Investment Advisors, Inc. (BETHESDA MD)
MD
08/22/2011 - 12/01/2014
INTEGRITY FUNDS DISTRIBUTOR, LLC (BETHESDA MD)
BC
Issued 01/22/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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