Gary Nucian (CRD# 349795) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Grand Blanc, MI and has over 41 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| Patriot Financial Group | Grand Blanc, MI | Jan 2020 - Current | 4 |
| Sterling Endeavor | Grand Blanc, MI | Jan 2020 - Current | 4 |
| Securities America, Inc. | Grand Blanc, MI | Jan 2021 - Dec 2022 | 1 |
| Retired | Grand Blanc, MI | Nov 2019 - Jan 2021 | 1 |
| Ameriprise Financial Services Inc. | Grand Blanc, MI | Aug 2019 - Nov 2019 | < 1 |
| Bank Of America, Na | Grand Blanc, MI | May 2010 - Aug 2019 | 9 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flint, MI | Jun 1969 - Aug 2019 | 50 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- MI
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Total Assets Under Management2,119MILLIONS
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- 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)
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