Gary StallmanCRD Number: 6009204
Current Firm: 1st Global Advisors Inc.
Gary Stallman (CRD# 6009204) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|1st Global Advisors Inc.||Phoenix, AZ||Jul 2013 - Current||4|
|1st Global Capital Corp||Dallas, TX||Jul 2013 - Current||4|
|Price Kong & Company||Phoenix, AZ||Aug 2011 - Current||6|
|Bernard & Stallman||Phoenix, AZ||Nov 1989 - Oct 2011||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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