Gary Arnold
Gary Arnold is a ChFC-designated registered investment advisor at Investment Network, INC., based in Smithtown, NY, with 38 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees range from 0.50% to 3.00% annually based on the program and are negotiable. Subject to minimum annual fees of $125 to $500.
Fee Estimator
Location
732 Smithtown Bypass, Suite A50, Smithtown, NY, 11787
Get directionsHistory
Regulatory History (1)
Regulatory
October 2024Other Business Activities
Gary is an Enrolled Agent (EA) authorized to represent clients before the IRS and prepare taxes for a fee. He serves as a professional tax preparer for Buckeye Tax Service and receives fees for tax planning and preparation.
Employment History
Current Registrations
Investment Network, INC.
Investment Network, INC.Broker
Previous Registrations
Investment Network, INC.
Shepard & Vrbanac Securities, INC.
Shepard & Vrbanac Securities, INC.Broker
Charter One Securities, INC.Broker
Locust Street Securities, INC.Broker
Vestax Securities CorporationBroker
Vestax Securities CorporationBroker
Manequity, INC.Broker
State Registrations10 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.
Exams
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