Gary Pool (CRD# 7424297) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Okemos, MI and has over 2 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Okemos, MI | Mar 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Okemos, MI | Jan 2023 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Ann Arbor, MI | Jul 2021 - Jan 2023 | 1 |
| J.p. Morgan Securities LLC | Ann Arbor, MI | Jul 2021 - Jan 2023 | 1 |
| Eaton | Jackson, MI | Apr 2019 - Jul 2021 | 2 |
| Fifth Third Bank | Lansing, MI | Apr 2016 - Apr 2019 | 3 |
| Eastern Michigan | Jackson, MI | Jan 2016 - Aug 2018 | 2 |
| Ymca Storer Camps | Jackson, MI | Mar 2011 - May 2017 | 6 |
| Jackson College | Jackson, MI | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- MI
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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