Gary Reese
Gary Reese is a ChFC-designated registered investment advisor at Wealthbuilders Investments, based in Lakeland, FL, with 37 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 249 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be negotiable at the sole discretion of the firm for accounts above $10,000,000.
Fee Estimator
Location
Lakeland, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Gary is licensed in life and health insurance. He also invests in real estate, buying residential or small business buildings for resale or lease since January 2025.
Employment History
Current Registrations
Wealthbuilders Investments
Previous Registrations
Wealthbuilders Investments
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Empire Investment Advisors. INC
Empire Financial Group, INC.Broker
Freedom Financial, INC.Broker
Prudential Financial Planning Services
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.