Gary May (CRD# 6863946) is an Investment Advisor Representative working at May Tree Financial Planning LLC in Leander, TX and has over 6 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2219717
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| May Tree Financial Planning LLC | Leander, TX | Sep 2017 - Current | 6 |
| Collective Goods Formerly Books Are Fun | Leander, TX | Jul 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- TX
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Total Assets Under Management4MILLIONS
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Total Number of Accounts22ACCOUNTS
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Average Account Value$195,599
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX
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