Gary Shek (CRD# 2496791) is an Investment Advisor Representative working at Esi Financial Advisors in Alhambra, CA and has over 29 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Jul 2017 - Current | 6 |
| Strategic Horizon Inc. | Alhambra, CA | Jan 2014 - Current | 10 |
| Ameritas Life Insurance Company | Lincoln, NE | Jan 2014 - Jun 2017 | 3 |
| Ameritas Investment Corp | Lincoln, NE | Jan 2014 - Jun 2017 | 3 |
| Sunlly Associates | Alhambra, CA | Jan 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- CA
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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