Gary Ely (CRD# 2066209) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Huntsville, AL and has over 33 years of experience in the finance industry. Gary Ely 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# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6386557
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Truewealth Advisors | Huntsville, AL | Mar 2021 - Current | 3 |
| Concourse Financial Group Securities Inc. | Birmingham, AL | Apr 2013 - Current | 11 |
| (dba) Legacy Planning | Huntsville, AL | Jun 2013 - Mar 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
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- AL
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Total Assets Under Management356MILLIONS
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Total Number of Accounts1,250ACCOUNTS
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Average Account Value$284,701
- 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)
- Educational seminars/workshops
- Other
AL, FL, GA, LA, MS, NC, OK, SC, TN, TX
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