Garry Pakozdy (CRD# 6113109) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Lancaster, SC and has over 12 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6447420
Bna Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Scottsdale, AZ | Dec 2018 - Current | 5 |
| Coastal Real Estate Sc, LLC | Lancaster, PA | Aug 2018 - Current | 5 |
| Chadmere Capital | Lancaster, PA | Aug 2012 - Current | 11 |
| Horter Investment Management, LLC | Cincinnati, OH | Aug 2012 - Dec 2018 | 6 |
| Pako Investments, LLC | Lancaster, SC | Oct 1995 - Aug 2018 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- SC
-
Total Assets Under Management5,442MILLIONS
-
Total Number of Accounts42,079ACCOUNTS
-
Average Account Value$129,332
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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