Gary BreiCRD Number: 1027190
Current Firm: Mccabe & Associates, Inc.
Gary Brei (CRD# 1027190) is an Investment Advisor Representative working at Mccabe & Associates, Inc. in Mokena, IL and has over 35 years of experience in the finance industry. Gary Brei has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Waddell & Reed
Forum Financial Management, LP
Lcm Capital Management Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Current||4|
|Mccabe & Assoc||Orland Park, IL||Oct 1997 - Current||19|
|Financial Network Investment Corporation||El Segundo, CA||May 1998 - Dec 2012||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1982|
Total Assets Under Management210MILLIONS
Total Number of Accounts487ACCOUNTS
Average Account Value$430,627
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services