Gary Cowles is a CFP-designated registered investment advisor at Mergent Wealth, LLC, based in Dallas, TX, with 22 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7701 Lemmon Ave, Suite 260-A226, Dallas, TX, 75209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is an Investment Advisor Representative (IAR) with Advisor Resource Council/Mergent Group since 2020, spending nearly full-time on this. He is also the CEO and CCO of Mergent Wealth, LLC since 2021, dedicating nearly full-time to this role as well.
Employment History
Current Registrations
Mergent Wealth, LLC
Previous Registrations
Advisor Resource Council
LPL Financial LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
PFS Investments INC.Broker
State Registrations1 state
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