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Gary Mould

Wells Fargo Advisors
35 Years of Experience
Port St. Lucie, FL
2 DisclosuresBroker
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Gary Mould is a registered investment advisor at Wells Fargo Advisors, based in Port St. Lucie, FL, with 35 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Port St. Lucie, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2007
Denied
Customer Dispute
July 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gary has 100% ownership of GVM14, LLC since 2022. He spends about 10-20% of his time on this investment-related activity, which involves transitioning from PCG to FINET.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 4 yrs
Wells Fargo Advisors
October 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2009 - October 2022 · 13 yrs 8 mos
Wells Fargo Clearing Services, LLC
February 2009 - October 2022 · 13 yrs 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley
May 2004 - April 2007 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
May 2004 - April 2007 · 2 yrs 11 mos
Citigroup Global Markets INC.
October 2002 - June 2004 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
October 1998 - June 2004 · 5 yrs 8 mos
Painewebber IncorporatedBroker
September 1992 - November 1998 · 6 yrs 2 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1991 - August 1992 · 1 yr 2 mos
Equico Securities, INC.Broker
June 1991 - August 1992 · 1 yr 2 mos
State Registrations8 states
AZFLILKSNJNYPASC
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.
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