Gary Deardorff, financial advisor Peoria AZ
86 score

Gary Deardorff

CRD Number: 1216674
Current Firm: Woodbury Financial Services, Inc.

Gary Deardorff (CRD# 1216674) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Peoria, AZ and has over 25 years of experience in the finance industry. Gary Deardorff 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.

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Professional Designations
Company Name Location Dates Years
Woodbury Financial Services Inc. Peoria, AZ Oct 2017 - Current < 1
National Planning Corporation Peoria, AZ May 2012 - Oct 2017 5
Next Financial Group, Inc. Glendale, AZ Jun 2007 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Dec 1998
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gary J. Deardorff
Phone Number: 800-800-2638
Firm Website: http://www.bowmanfs.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    3,252
    MILLIONS
  • Total Number of Accounts
    17,398
    ACCOUNTS
  • Average Account Value
    $186,902
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
86

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