Stephen GaryCRD Number: 6241659
Current Firm: Global View Investment Advisors, LLC
Stephen Gary (CRD# 6241659) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 3 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Global View Investment Advisors||Greenville, SC||Jul 2013 - Current||4|
|The Buonopane Group||Red Bank, NJ||May 2012 - Jun 2013||1|
|Furman University||Greenville, SC||Sep 2011 - May 2012||< 1|
|Furman University||Greenville, SC||Aug 2009 - May 2012||2|
|Student||Greenwood, SC||May 2004 - Aug 2009||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management155MILLIONS
Total Number of Accounts1,055ACCOUNTS
Average Account Value$146,574
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, LA, NC, SC, TX