Gary WhitamCRD Number: 1821648
Current Firm: Charles Schwab & Company, Inc.
Gary Whitam (CRD# 1821648) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 4 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Jan 2012 - Current||4|
|Schwab Retirement Plan Services, Inc.||Richfield, OH||May 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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