Gary SchmickCRD Number: 1789134
Current Firm: Sagepoint Financial, Inc.
Gary Schmick (CRD# 1789134) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Spokane Valley, WA and has over 26 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||8|
|Whitman Bank||Spokane, WA||Apr 2008 - Aug 2011||3|
|Aig Financial Advisors||Colfax, WA||Apr 2008 - Jan 2009||< 1|
|General Growth Properties||Spokane, WA||Nov 2006 - Apr 2008||1|
|A. G. Edwards & Sons, Inc.||Spokane, WA||Jan 1998 - Nov 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1990|
|S66||NASAA Uniform Combined State Law Examination||Sep 2005|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV