Gary Tsou (CRD# 7283076) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cerritos, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Cerritos, CA | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cerritos, CA | Aug 2022 - Current | 1 |
| Nylife Securities LLC | Williamsville, NY | Jan 2021 - Aug 2022 | 1 |
| New York Life Insurance Company | Willaimville, NY | Aug 2020 - Aug 2022 | 2 |
| California State College Fullerton | Fullerton, CA | Jan 2018 - May 2020 | 2 |
| Mountain San Antonio College | Walnut, CA | Aug 2015 - Dec 2017 | 2 |
| Unemployed | Hacienda Heights, CA | Nov 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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