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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
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.