GW
CFP
GW
CFP

Gary Duwayne Wurl

33 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,162 clients
Average Client Portfolio
$195K average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:None
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Location

12549 Louetta Road, Cypress, TX, 77429

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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

Gary is the CEO of Financial Destiny, Inc., focusing on marketing, and spends about a quarter of his time on this. He is also an insurance agent, dedicating about 10% of his time to fixed insurance products, which may present a conflict of interest. Finally, Gary manages short-term rental properties, spending minimal time on this activity.

Employment History
Current Registrations
Centric Advisors, LLC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Majors & Mondragon, LLC.
December 2018 - December 2018 · 0 mos
Majors & Mondragon, LLC.
November 2018 - November 2018 · 0 mos
Kovack Advisors, INC.
October 2014 - December 2018 · 4 yrs 2 mos
Kovack Securities INC.Broker
September 2014 - December 2018 · 4 yrs 3 mos
Resource Horizons Investment Advisory, INC.
December 2009 - December 2014 · 5 yrs
Resource Horizons Group LLCBroker
November 2009 - September 2014 · 4 yrs 10 mos
Resource Horizons Investment Advisory, INC.
November 2009 - December 2009 · 1 mo
Cullum & Burks Securities, INC.
February 2007 - November 2009 · 2 yrs 9 mos
Cullum & Burks Securities, INC.Broker
February 2007 - November 2009 · 2 yrs 9 mos
United Securities Alliance, INC.
November 2003 - March 2007 · 3 yrs 4 mos
United Securities Alliance, INC.Broker
March 1995 - March 2007 · 12 yrs
Sentra Securities CorporationBroker
May 1994 - March 1995 · 10 mos
PFS Investments INC.Broker
September 1992 - May 1994 · 1 yr 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.