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GH

Gary M. Hale

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CRD#: 1155689
GH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Marvin Hale was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1983. Gary had worked at 10 firms and has passed the Series 65, Series 63, Series 6, Series 3, Series 7, Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 4, 2006 - October 26, 2012

GREEN INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 109695
FORT WORTH, TX
Past

July 12, 2005 - December 31, 2005

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
CUMMING , GA
Past

June 15, 2005 - December 31, 2005

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

July 31, 1993 - March 21, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 17, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 18, 1988 - September 9, 1988

MURCHISON INVESTMENT BANKERS, INC.

BD
CRD#: 20027
Past

May 21, 1986 - August 29, 1988

ECAPNETWORK SECURITIES, INC.

BD
CRD#: 14901
NEW YORK, NY
Past

January 8, 1986 - May 17, 1986

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
Past

June 26, 1985 - January 9, 1986

FIRST SECURITIES CORPORATION OF THE SOUTHWEST

BD
CRD#: 10511
Past

March 8, 1984 - June 6, 1985

BALCOR SECURITIES COMPANY

BD
CRD#: 6539
Past

December 13, 1983 - March 30, 1984

JMB SECURITIES CORPORATION

BD
CRD#: 5862

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/6/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/19/1988
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GI
GREEN INVESTMENT MANAGEMENT, INC.
GREEN INVESTMENT MANAGEMENT INC | GREEN INVESTMENT MANAGEMENT, INC.

CRD#: 109695 / SEC#: 801-21093

RIA
Registered Investment Advisory firm - (11/30/2017 Terminated)
California
Registered Investment Advisory firm - (4/18/2017 Approved)
Connecticut
Registered Investment Advisory firm - (12/31/2017 Terminated)
Illinois
Registered Investment Advisory firm - (12/31/2017 Terminated)
Louisiana
Registered Investment Advisory firm - (1/3/2018 Terminated)
Maryland
Registered Investment Advisory firm - (12/5/2025 Termination Requested)
New York
Registered Investment Advisory firm - (12/31/2017 Terminated)
Ohio
Registered Investment Advisory firm - (11/5/2018 Terminated)
Tennessee
Registered Investment Advisory firm - (5/16/2023 Terminated)
Texas
Registered Investment Advisory firm - (1/11/2017 Approved)
Virginia
Registered Investment Advisory firm - (11/6/2018 Terminated)
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Contact information


Main Address
500 West 7th Street Suite 827, Fort Worth, TX 76102
Mailing Address
Phone number
(817) 335-1178
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts143
AUM (Assets Under Management)$ 60,659,991

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GREEN INVESTMENT MANAGEMENT, INC.

CRD#: 109695

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