Gary Staples, financial advisor Yakima WA
93 score

Gary Staples

CRD Number: 1106180
Current Firm: Robert W. Baird & Company Incorporated

Gary Staples (CRD# 1106180) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Yakima, WA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Incorporated Yakima, WA Nov 2014 - Current 2
Mcadams Wright Ragen Yakima, WA Aug 2009 - Nov 2014 5
Morgan Stanley Smith Barney Yakima, WA Jun 2009 - Aug 2009 < 1
Citigroup Global Markets Inc. Yakima, WA Jan 1983 - Aug 2009 26
Reserve Cargo Handling Battalion Portland, OR Nov 1979 - Oct 2007 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Gary R. Staples
Phone Number: 414-765-3500
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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 pooled investment vehicles (other than investment companies)
  • 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
  • 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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