Gayle StarrCRD Number: 1408649
Current Firm: Commonwealth Financial Network
Gayle Starr (CRD# 1408649) is an Investment Advisor Representative working at Commonwealth Financial Network in Phoenix, AZ and has over 32 years of experience in the finance industry. Gayle Starr 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Commonwealth Financial Network||Waltham, MA||Mar 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S66||NASAA Uniform Combined State Law Examination||Jun 2000|
Total Assets Under Management61,475MILLIONS
Total Number of Accounts261,237ACCOUNTS
Average Account Value$235,323
- 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