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Gary A. Dossick

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CRD#: 1233490
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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 Arthur Dossick was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1984. Gary had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 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

December 14, 2012 - December 18, 2019

GARY A. DOSSICK & ASSOCIATES, INC.

RIA
CRD#: 112835
SAN ANSELMO, CA
Past

January 23, 2004 - August 22, 2011

GARY A. DOSSICK & ASSOCIATES, INC.

RIA
CRD#: 112835
SAN RAFAEL, CA
Past

November 27, 2001 - September 28, 2010

WHITEHALL-PARKER SECURITIES, INC.

BD
CRD#: 10608
SAN FRANCISCO, CA
Past

January 19, 1995 - November 30, 2001

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

January 15, 1993 - February 8, 1995

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

January 10, 1986 - December 31, 1992

PATTERSON FINANCIAL SERVICES, INC.

BD
CRD#: 10368
LAFAYETTE, CA
Past

September 18, 1984 - January 22, 1986

ELDER-NELSON EQUITIES CORPORATION

BD
CRD#: 13403
Past

May 24, 1984 - July 30, 1984

TRIPLE CHECK FINANCIAL SERVICES, INC.

BD
CRD#: 13344

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
RR
Series 63
Date: 5/17/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GA
GARY A. DOSSICK & ASSOCIATES, INC.
GARY A. DOSSICK $ ASSOCIATES | GARY ARTHUR DOSSICK & ASSOCIATES | GARY ARTHUR DOSSICK | GARY A. DOSSICK & ASSOCIATES, INC.

CRD#: 112835 / SEC#:

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Contact information


Main Address
Portland, OR
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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

Company Information


GARY A. DOSSICK & ASSOCIATES, INC.

CRD#: 112835

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