Gary Dannar
Gary Dannar is a registered investment advisor at Tubreauxs Wealth & Legacy Solutions, based in Jasper, TX, with 27 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 35 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tubreauxs Wealth & Legacy Solutions charges an annual negotiable investment advisory fee, not to exceed 2% of the total value of your portfolio. The fee can be billed monthly or quarterly. The exact fee is negotiable.
Location
252 N. Wheeler St., Jasper, TX, 75951
Get directionsHistory
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
Gary oversees operations as president of Tubreauxs Signs and Service, dedicating about 10-20% of his time. He also spends about half his time as an insurance agent for Tubreauxs Wealth & Legacy Solutions, offering insurance services and products.
Employment History
Current Registrations
Tubreauxs Wealth & Legacy Solutions
Previous Registrations
Moneyblock
TradingblockBroker
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Brokersxpress LLC
Brokersxpress LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 states
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.