GP
ChFC
GP
ChFC

Gary Pike

16 Years of Experience
Marietta, GA
Broker

Gary Pike is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marietta, GA, with 16 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

445 Manget St., Ste. 200, Marietta, GA, 30060

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gary is an advisory representative of a registered investment advisor (RIA) and spends nearly full-time on investment-related activities. He also provides CPA, tax preparation, and accounting services, dedicating about three-quarters of his time to this.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2020 - Present · 5 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Avantax Advisory Services
December 2012 - December 2020 · 8 yrs
Avantax Investment Services, INC.Broker
September 2010 - December 2020 · 10 yrs 3 mos
State Registrations4 states
ALGASCVA
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.
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