Gail Nest is a CFP, ChFC-designated registered investment advisor, based in Edmond, OK, with 24 years of industry experience.
Location
Edmond, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gail is an independent insurance agent for various agencies through Bridgepoint Financial, taking nearly full-time hours. She is also a real estate broker, president of Van Nest Financial Services Inc, an advisory representative of a RIA, and president of two DBAs: Bridgepoint Succession and Consulting, and Bridgepoint Gap Consulting.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations4 states
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