Gary Strom (CRD# 700947) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry. Gary Strom 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.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4851789
Lincoln Financial Advisors Corporation
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Changepath, LLC | Leawood, KS | Oct 2020 - Current | 3 |
| Sorrento Pacific Financial, LLC | Santa Barbara, CA | Jul 2009 - Current | 14 |
| Partnervest Advisory Services LLC | Santa Barbara, CA | Dec 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
- CA
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
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