Gary Mayo (CRD# 1022781) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 36 years of experience in the finance industry. Gary Mayo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
CRD# 1364360
Sfg Investment Advisors, Inc.
Score
101
CRD# 5272533
Penn Investment Advisors, Inc.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Comprhensive Asset Mgmt | Parsippany, NJ | Dec 2001 - Current | 16 |
| Co-leash | Tampa, FL | Feb 1999 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1982 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Customer Dispute
- Regulatory Event
- Criminal Record
- PA
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Total Assets Under Management41MILLIONS
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Total Number of Accounts324ACCOUNTS
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Average Account Value$126,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
PA
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