Gary Getman, financial advisor San Francisco CA

Gary Getman

CRD Number: 2239499
Current Firm: 1919 Investment Counsel, LLC

Gary Getman (CRD# 2239499) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 28 years of experience in the finance industry. Gary Getman 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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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
1919 San Francisco, CA Oct 2018 - Current 2
Rand & Associates, LLC San Francisco, CA Oct 2011 - Sep 2018 6
Sf Sentry Securities, Inc. San Francisco, CA Oct 2011 - Jul 2012 < 1
Bingham, Osborn & Scarborough LLC San Francisco, CA Jul 2010 - Sep 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S66 NASAA Uniform Combined State Law Examination Feb 2000
Contact Info for Gary L. Getman
Phone Number: 410-454-2171
Firm Website: http://www.1919ic.com
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • LA
  • NV
  • OR
  • TX
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    17,554
    MILLIONS
  • Total Number of Accounts
    6,503
    ACCOUNTS
  • Average Account Value
    $2,699,428
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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