Gary Ackerman, financial advisor Richmond VA

Gary Ackerman

CRD Number: 4668422
Current Firm: Financial Advisory Services

Gary Ackerman (CRD# 4668422) is an Investment Advisor Representative working at Financial Advisory Services in Richmond, VA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Advisory Services LLC Richmond, VA Oct 2017 - Current 6
Business Transition Services, Inc. Richmond, VA Mar 2005 - Current 19
Whittle & Roper Realty Colonial Heights, VA Jun 2003 - Current 20
Morse Capital Partners, LLC Glen Allen, VA Sep 2010 - Aug 2017 6
Concorde Investment Services, LLC Troy, MI Jan 2015 - Jun 2017 2
J.p. Turner & Company, LLC Glen Allen, VA Jun 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Jan 2010
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gary L. Ackerman
Phone Number: 8043347387
Registered State(s):
  • VA
Current Firm Details
Financial Advisory Services
Firm's CRD Number: 289369
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

VA

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