GR
ChFC
GR
ChFC

Gary Rome

32 Years of Experience
Jacksonville, FL
BrokerSells Insurance

Gary Rome is a ChFC-designated registered investment advisor, based in Jacksonville, FL, with 32 years of industry experience.

Location

11045 River Creek Dr E, Jacksonville, FL, 32223

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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 sells non-variable insurance products including life insurance, long-term care, fixed annuities, and CDs, dedicating about 10-20% of his time. He also operates Rome G Capital LLC, a non-variable insurance DBA, and Rome Financial LLC, providing sales, service, and financial advice through IFP RIA.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
October 2011 - May 2019 · 7 yrs 7 mos
Edward Jones
March 2005 - October 2011 · 6 yrs 7 mos
Edward JonesBroker
March 2005 - October 2011 · 6 yrs 7 mos
Invest Financial Corporation
November 2003 - March 2005 · 1 yr 4 mos
Invest Financial CorporationBroker
October 2003 - March 2005 · 1 yr 5 mos
Essex National Securities, INC.Broker
June 2002 - October 2003 · 1 yr 4 mos
CUNA Brokerage Services, INC.Broker
April 1998 - June 2002 · 4 yrs 2 mos
Barnett Investments, INC.Broker
April 1997 - March 1998 · 11 mos
Robert W. Baird & CO. IncorporatedBroker
March 1995 - February 1997 · 1 yr 11 mos
Northwestern Mutual Investment Services, INC.Broker
April 1993 - February 1997 · 3 yrs 10 mos
State Registrations7 states
CAFLGAIDMDMNOH
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gary Rome - Financial Advisor | TrueAdvisor