Gary Klaric, financial advisor Gainesville GA

Gary Klaric

CRD Number: 4471408
Current Firm: Jt Stratford, LLC

Gary Klaric (CRD# 4471408) is an Investment Advisor Representative working at Jt Stratford, LLC in Gainesville, GA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Jt Stratford, LLC Gainesville, GA Apr 2019 - Current 4
Integrated Financial Advisory, Inc. Buford, GA Nov 2002 - Current 21
Triad Advisors LLC Gainesville, GA Apr 2019 - Aug 2021 2
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Dec 2014 - Apr 2019 4
Ger Loftin Wealth Advisors, LLC Canton, GA Dec 2014 - Apr 2019 4
Gary Klaric Independent Insurance Canton, GA Mar 2000 - Apr 2019 19
Lpl Financial LLC Canton, GA Aug 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for Gary F. Klaric
Phone Number: 770-534-6046
Registered State(s):
  • GA
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    2,118
    ACCOUNTS
  • Average Account Value
    $241,070
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AL, CO, FL, GA, LA, NC, PA, SC, TN, TX, VA

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