Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kays Gary is a financial advisor with over 40 years of experience in the industry. William currently works as a Registered Representative at Cambridge Investment Research Advisors, Inc., located in Mount Holly, North Carolina. William also holds a Series 63, Series 6TO, and SIE licenses. William is a Certified Financial Planner™ professional, and has been providing financial services in North Carolina since 1983. William is also a Board Member and Chairman of the Resource Development Committee for Holy Angel Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
08/01/2019 - Present
Cambridge Investment Research Advisors, Inc. (Mount Holly NC)
NC
07/17/1983 - 08/01/2019
NATIONWIDE SECURITIES, LLC (MOUNT HOLLY NC)
BC
Issued 11/11/2005
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
Active
Inactive
F
FINRA
Not sure William Gary is the right advisor for you? Invested Better is here to help.
