Gary Shondeck (CRD# 2087907) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gunnison, CO and has over 26 years of experience in the finance industry.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 4930022
Transamerica Financial Advisors, Inc.
CRD# 715423
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | Jun 2017 - Current | 6 |
| J.w. Cole Financial, Inc. | Tampa, FL | Jun 2017 - Current | 6 |
| Mml Investors Services, LLC | Gunnison, CO | Mar 2017 - Jun 2017 | < 1 |
| Metlife Securities Inc. | Gunnison, CO | Jan 2015 - Jun 2017 | 2 |
| New England Securities | Boston, MA | Aug 1990 - Jan 2015 | 24 |
| The New England | Colorado, CO | Mar 1990 - Jan 2015 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CO
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY
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