Gary Sagarnaga, financial advisor Bellaire TX

Gary Sagarnaga

CRD Number: 1405414
Current Firm: Kestra Advisory Services, LLC

Gary Sagarnaga (CRD# 1405414) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bellaire, TX and has over 38 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Kestra Investment Services, LLC Bellaire, TX Oct 2017 - Current 6
Kestra Advisory Services, LLC Bellaire, TX Oct 2017 - Current 6
Girard Securities, Inc. San Diego, CA May 2004 - Oct 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gary R. Sagarnaga
Phone Number: 8445537872
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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