Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Steven Gary is a financial advisor in Lubbock, Texas, who has been in the industry since 2000. James Steven Gary is currently registered with Cetera Investment Advisers LLC and has previously been registered with IFG Network Securities, Inc. and AXA Advisors, LLC. James Steven Gary specializes in providing financial planning, pension consulting, and educational seminars to clients. James Steven Gary also provides portfolio management services to individuals and businesses. James Steven Gary has a Series 66, SIE, and Series 7 license. James Steven Gary also holds a CPA designation. In addition to his work as a financial advisor, James Steven Gary is also a partner at Gary, Bowers & Miller, GMB Certified Public Accountants. James Steven Gary's primary branch office is located at 5235 79TH STREET in Lubbock, Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (LUBBOCK TX)
GA
01/12/2001 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
11/03/2000 - 02/12/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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