Gary Sherwold, financial advisor Lake Forest CA

Gary Sherwold

CRD Number: 1353782
Current Firm: G.w. Sherwold Associates, Inc.

Gary Sherwold (CRD# 1353782) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
G.w. Sherwold Associates, Inc. Lake Forest, CA Oct 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
Disclosure Information

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
Contact Info for Gary W. Sherwold
Phone Number: 949-470-0700
Registered State(s):
  • CA
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    1,051
    ACCOUNTS
  • Average Account Value
    $126,524
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, CO, TX

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