Gary Warner, financial advisor Clovis CA
96 score

Gary Warner

CRD Number: 1054338
Current Firm: Signator Investors, Inc.

Gary Warner (CRD# 1054338) is an Investment Advisor Representative working at Signator Investors, Inc. in Clovis, CA and has over 30 years of experience in the finance industry. Gary Warner 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.

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Professional Designations
Company Name Location Dates Years
Signator Investors, Inc. Clovis, CA May 2016 - Current < 1
Transamerica Financial Advisors, Inc. Clovis, CA Feb 2001 - Current 15
Warner Financial Services/self Employed Clovis, CA Nov 1990 - Current 26
Self-employment Clovis, CA Aug 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Gary M. Warner
Phone Number: 800-543-6611
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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