Gary Teston
Gary Teston is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Hattiesburg, MS, with 24 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
6374 Hwy 98 W, Ste C, Hattiesburg, MS, 39402
Get directionsHistory
Regulatory History (4)
Judgment / Lien
September 2016Judgment / Lien
October 2014Judgment / Lien
May 2013Judgment / Lien
June 2012Other Business ActivitiesSells Insurance
Gary works as an advisory representative of a registered investment advisor and spends about 10-20% of his time on investment-related activities. Gary is also an independent insurance agent for various independent insurance companies, dedicating minimal time to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
Walnut Street Securities, INC.Broker
State Registrations9 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.