Gary Moulsdale
Gary Moulsdale is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bel Air, MD, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
602 S. Atwood Road, Suite 208, Bel Air, MD, 21014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is an independent contractor and owner at Crescendo Financial Group, spending about a quarter to half of his time there. He is also a member/owner of GKM Holdings, LLC, dedicating minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Edward JonesBroker
State Registrations16 states
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