Gary Fouts (CRD# 5512997) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 15 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors, LLC | Murfreesboro, TN | Dec 2022 - Current | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Murfreesboro, TN | Dec 2022 - Current | 1 |
| Ameriprise Financial Services, Inc. | Murfreesboro, TN | Jan 2016 - Dec 2022 | 6 |
| Advanced Retirement Solutions, Inc. | Virginia Beach, VA | Mar 2015 - Jan 2016 | < 1 |
| Next Finanical Group Inc. | Franklin, TN | Feb 2015 - Jan 2016 | < 1 |
| Ars Advisory, Inc. | Virginia Beach, VA | Sep 2014 - Jan 2016 | 1 |
| Velocity Capital Inc. | Virginia Beach, VA | Oct 2006 - Feb 2015 | 8 |
| Next Financial Services, Inc. | Houston, TX | Mar 2008 - Sep 2014 | 6 |
| Advanced Retirement Solutions, Inc. | Virginia Beach, VA | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- TN
- TX
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Total Assets Under Management6,257MILLIONS
-
Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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