Gary TickelCRD Number: 1100279
Current Firm: Financial Management Network Inc.
Gary Tickel (CRD# 1100279) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 34 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Sharespost Financial Corporation||San Francisco, CA||Jan 2016 - Current||1|
|Fmn Capital Corporation||Mission Viejo, CA||Dec 2014 - Current||2|
|Inplay Global Advisors||San Marino, CA||Jun 2013 - Current||4|
|Cathay Management & Research||San Marino, CA||Jun 2011 - Current||6|
|Morris Financial, Inc.||Newport Beach, CA||Jan 2015 - Aug 2015||< 1|
|Capnet Securities Corporation||Houston, TX||Nov 2014 - Jun 2015||< 1|
|Tnp Securities, LLC||Irvine, CA||Jul 2012 - Nov 2012||< 1|
|Mcl Financial Group Inc.||Santa Ana, CA||Jan 2010 - Jun 2011||1|
|Benefit Funding Services, Inc.||Woodland Hills, CA||Apr 2007 - Jan 2010||2|
|Second Street Securities||Woodland Hills, CA||Apr 2007 - Jan 2010||2|
|Wsd Financial Usa Inc.||Woodland Hills, CA||Apr 2008 - Dec 2009||1|
|Rnd Resources, Inc.||Woodland Hills, CA||Dec 2006 - Dec 2009||3|
|Linear Financial Services, Inc.||Santa Ana, CA||Mar 2007 - Dec 2008||1|
|Investment Security Corporation||Calabasas, CA||Sep 2006 - Dec 2006||< 1|
|Cathay Management & Research||San Marino, CA||Jan 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S65||NASAA Investment Advisors Law Examination||May 2010|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management688MILLIONS
Total Number of Accounts1,089ACCOUNTS
Average Account Value$631,962
- 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
- Pension consulting services
AZ, CA, FL, KS, LA, NC, NV, OR, TN, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.