GE
CFP
GE
CFP
Gary Ely is a CFP-designated registered investment advisor, based in Huntsville, AL, with 34 years of industry experience.
Location
2707 Artie Street SW, Building 200, Suite 12, Huntsville, AL, 35805
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Regulatory History (1)
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Customer Dispute
February 2020Settled
Other Business ActivitiesSells Insurance
Gary operates as a financial advisor under TrueWealth Advisors, offering fee-based investment advice and management services. He is also a licensed insurance agent with several insurance companies, earning commissions from life insurance premiums; this takes about 10-20% of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Truewealth Advisors, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Investment Advisors
July 2013 - March 2021 · 7 yrs 8 mos
Concourse Financial Group Securities, INC.Broker
July 2013 - February 2025 · 11 yrs 7 mos
Bbva Securities INC.Broker
May 2013 - May 2013 · 0 mos
Bbva Wealth Solutions INC.
July 2012 - May 2013 · 10 mos
Bbva Compass Investment Solutions, INCBroker
July 2012 - May 2013 · 10 mos
Investment Advisors
January 2000 - July 2012 · 12 yrs 6 mos
Proequities, INC.Broker
December 1995 - July 2012 · 16 yrs 7 mos
H.D. Vest Investment Securities, INC.Broker
January 1995 - October 1995 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1991 - June 1994 · 3 yrs 2 mos
State Registrations14 states
ALARCAFLGALAMINCOHPASCTNTXVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.