William Gary is a CFP-designated registered investment advisor, based in Mount Holly, NC, with 42 years of industry experience.
Location
124 S Main St., Mount Holly, NC, 28120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an independent insurance agent for various companies through Holdenrid Insurance Group, dedicating about 10-20% of his time. He also owns rental property, serves as board member/chairman for Holy Angel Inc, is an advisory rep of a RIA (CIRA), and owns William K Gary & Associates Inc.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nationwide Securities, LLCBroker
State Registrations1 state
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