Gary Dorsey
Gary Dorsey is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Jesup, GA, with 31 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
292 East Cherry Street, Jesup, GA, 31546
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2022Other Business ActivitiesSells Insurance
Gary owns Gary W. Dorsey and Associates, a DBA for life insurance, fixed annuity sales, and non-variable insurance trails, dedicating minimal time. He also owns a real estate rental and Gary W. Dorsey and Associates, a DBA for securities and investment advisory business, taking nearly full-time hours.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Capital Research and Management, INC.
Sugarloaf Wealth Management, LLC
Sugarloaf Wealth Management, LLC
Royal Alliance Associates, INC.Broker
State Registrations3 states
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.