Gary GillanCRD Number: 1918192
Current Firm: Signator Investors, Inc.
Gary Gillan (CRD# 1918192) is an Investment Advisor Representative working at Signator Investors, Inc. in Pasadena, CA and has over 25 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Signator Investors, Inc.||Pasadena, CA||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Pasadena, CA||Sep 2009 - Current||8|
|Transamerica Financial Advisors, Inc.||Mission Viejo, CA||Oct 2003 - Sep 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1993|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV