Gary Rardon, financial advisor Palmdale CA
93 score

Gary Rardon

CRD Number: 1176282
Current Firm: M Holdings Securities, Inc.

Gary Rardon (CRD# 1176282) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Palmdale, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Nov 2007 - Current 9
Gary Rardon & Associates Palmdale, CA Jan 2004 - Current 12
Gary Rardon Insurance Services Palmdale, CA Jun 1973 - Current 43
Pacific Life Insurance Co Palmdale, CA May 1973 - Current 43
Linsco/private Ledger Corp. Palmdale, CA Nov 1996 - Nov 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
Contact Info for Gary Rardon
Phone Number: 800-656-6960
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    958
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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