GK
GK
Gary Kurtz is a registered investment advisor at D.A. Davidson & CO., based in Lexington, SC, with 30 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
4586 Sunset Blvd., Lexington, SC, 29072
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2015Denied
Employment History
Current Registrations
D.A. Davidson & CO.Broker
October 2022 - Present · 3 yrs 7 mos
D.A. Davidson & CO.
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - October 2022 · 1 yr 8 mos
Truist Advisory Services, INC.
February 2021 - October 2022 · 1 yr 8 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
March 2005 - January 2018 · 12 yrs 10 mos
Bb&t Investment Services, INC.Broker
September 2003 - January 2018 · 14 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
September 1995 - September 2003 · 8 yrs
Robert W. Baird & CO. IncorporatedBroker
September 1995 - January 2002 · 6 yrs 4 mos
State Registrations15 states
FLGAILMDMIMTNCNJNYOHPASCTNTXVA
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.