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Gary W. Gould
CORPORATE CONSULTING GROUP
TULSA, OK 74103-4700
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CRD#: 1058012
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Professional summary
Gary Wayne Gould is a registered financial advisor currently at CORPORATE CONSULTING GROUP, INC. located in Tulsa, Oklahoma.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gary has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GARY W. GOULD CURRENTLY SERVES AS THE PRESIDENT AND CHIEF COMPLIANCE OFFICER OF CORPORATE CONSULTING GROUP, INC. (CORPORATE CONSULTING); THE PRESIDENT, MANAGING PRINCIPAL AND CHIEF INVESTMENT OFFICER OF FINANCIAL SOLUTIONS, INC. (FINANCIAL SOLUTIONS); AND THE PRINCIPAL EXECUTIVE OFFICER AND A TRUSTEE OF THE FSI LOW BETA ABSOLUTE RETURN FUND (FSI FUND). ALL THREE ENTITIES SHARE OFFICE SPACE AT 320 SOUTH BOSTON AVENUE, SUITE 1130, TULSA, OKLAHOMA AND SHARE EXPENSES AND OVERHEAD COSTS. MR. GOULD IS THE SOLE SHAREHOLDER OF BOTH CORPORATE CONSULTING AND FINANCIAL SOLUTIONS AND HAS HELD HIS POSITIONS WITH THOSE FIRMS SINCE HE FORMED THEM (CORPORATE CONSULTING IN 1984 AND FINANCIAL SOLUTIONS IN 1995). CORPORATE CONSULTING PROVIDES INVESTMENT ADVICE FOR CLIENTS ON A CONSULTING BASIS; WHILE FINANCIAL SOLUTIONS PROVIDES ONGOING PORTFOLIO MANAGEMENT SERVICES FOR CLIENTS, INCLUDING THE FSI FUND. MR. GOULD DEVOTES HIS FULL TIME TO THE THREE ENTITIES, ALLOCATING HIS TIME AMONG THEM AS THE BUSINESS OF EACH REQUIRES. MR. GOULD ESTIMATES THAT HE SPENDS APPROXIMATELY 40 HOURS PER MONTH WORKING ON MATTERS FOR CORPORATE CONSULTING AND THE REST OF HIS TIME WORKING ON MATTERS FOR FINANCIAL SOLUTIONS AND THE FSI FUND.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Wayne Gould's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 3, 2025 - Present
CORPORATE CONSULTING GROUP, INC.
Office #1: 320 South Boston Avenue Suite 1130, Tulsa, OK 74103-4700RIA
CRD#: 123761
TULSA, OK
Past
June 10, 2004 - December 31, 2024
FINANCIAL SOLUTIONS, INC.
RIA
CRD#: 123760
TULSA, OK
Past
June 10, 2004 - December 31, 2024
CORPORATE CONSULTING GROUP, INC.
RIA
CRD#: 123761
TULSA, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CORPORATE CONSULTING GROUP, INC.
CORPORATE CONSULTING GROUP, INC.
CRD#: 123761 / SEC#: 801-63159
RIA
Registered Investment Advisory firm - (5/20/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(2/3/2025)
Current Firm
CC
CORPORATE CONSULTING GROUP, INC.
CORPORATE CONSULTING GROUP, INC.
CRD#: 123761 / SEC#: 801-63159
RIA
Registered Investment Advisory firm - (5/20/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
320 South Boston Avenue Suite 1130, Tulsa, OK 74103-4700
Mailing Address
Phone number
(918) 585-5858
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 167,091,797 |
Red Flags
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Company Information
CORPORATE CONSULTING GROUP, INC.
CRD#: 123761Tulsa, OK 74103-4700TRUST BUT VERIFY
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