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Garry Gammon

34 Years of Experience
Beaufort, SC
BrokerSells Insurance

Garry Gammon is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Beaufort, SC, with 34 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

Beaufort, SC

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Garry is an independent insurance agent with various companies and owns personal rental properties. He also works with Beaufort County elections and is an advisory representative of a RIA, spending nearly full-time on this investment-related activity.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2006 - Present · 19 yrs 5 mos
Cambridge Investment Research, INC.Broker
May 2001 - Present · 25 yrs
Previous Registrations
Securities Service Network, INC.Broker
January 1998 - April 2001 · 3 yrs 3 mos
Securities Service Network, INC.Broker
December 1997 - January 1998 · 1 mo
Capital Investment Advisory, INC.
April 1997 - June 2007 · 10 yrs 2 mos
Securities America, INC.Broker
October 1996 - December 1997 · 1 yr 2 mos
Fortis Investors, INC.Broker
February 1995 - October 1996 · 1 yr 8 mos
Sun Investment Services CompanyBroker
March 1991 - December 1994 · 3 yrs 9 mos
State Registrations6 states
ARFLIDMDNCSC
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.