Gary Sawyer, financial advisor Charleston SC

Gary Sawyer

CRD Number: 411718
Current Firm: Independent Financial Partners

Gary Sawyer (CRD# 411718) is an Investment Advisor Representative working at Independent Financial Partners in Charleston, SC and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ifp Securities, LLC Omaha, NE May 2019 - Current 4
Independent Financial Partners Omaha, NE Nov 2014 - Current 9
Wiw Madison, WI Aug 1999 - Current 24
Creative Marketing Int'l Corp. Overland Park, KS Aug 1999 - Current 24
Growth Plus L.l.c Madison, WI Aug 1999 - Current 24
Lpl Financial, LLC Omaha, NE Sep 2014 - May 2019 4
Global Retirement Partners San Rafael, CA Sep 2014 - Nov 2014 < 1
Financial Telesis Inc. San Rafael, CA May 2009 - Nov 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gary R. Sawyer
Phone Number: 813-341-0960
Registered State(s):
  • GA
  • NE
  • SC
  • WI
By the Numbers
  • Total Assets Under Management
    9,761
    MILLIONS
  • Total Number of Accounts
    37,391
    ACCOUNTS
  • Average Account Value
    $261,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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