Gary Gould (CRD# 1058012) is an Investment Advisor Representative working at Financial Solutions, Inc. in Tulsa, OK and has over 19 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fsi Low Beta Absolute Return Fund | Tulsa, OK | Jul 2013 - Current | 10 |
| Financial Solutions, Inc. | Tulsa, OK | Aug 1995 - Current | 28 |
| Corporate Consulting Group, Inc. | Tulsa, OK | May 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
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Total Assets Under Management75MILLIONS
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Total Number of Accounts3ACCOUNTS
-
Average Account Value$24,834,135
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
OK
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