Sterling Gary (CRD# 1331275) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 19 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 |
|---|---|---|---|
| M Stevens Wealth Advisors | Costa Mesa, CA | Jan 2019 - Current | 5 |
| Chalice Capital Partners, LLC | San Diego, CA | Sep 2018 - Feb 2023 | 4 |
| Mjc Associates | Houston, TX | Feb 2018 - Sep 2018 | < 1 |
| Various Insurance Carriers For W & R Insurance Agencies | Long Beach, CA | Jan 2011 - Sep 2018 | 7 |
| Waddell & Reed, Inc. | Seal Beach, CA | Jan 2011 - Sep 2018 | 7 |
| Seal Beach Chamber Of Commerce | Seal Beach, CA | Aug 2016 - Aug 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- CA
- OR
- TX
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts222ACCOUNTS
-
Average Account Value$162,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, ND, NV, OR, TX, WA
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