Gary R. Bertacchi

TRIEX FINANCIAL SERVICES

Orland Park, IL 60467

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CRD#: 1589678

Professional summary

Gary Ralph Bertacchi is a registered financial advisor currently at TRIEX FINANCIAL SERVICES, INC. located in Orland Park, Illinois.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Gary has worked at 5 firms and has passed the Series 66 and Series 7 exams.

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.

PRESIDENT AND CEO OF CORD VANDERPOOL PRIVATE FOUNDATION.DEVOTE 25 HRS/MO.COMPENSATION $25,000 PER YEAR. NOT INVESTMENT RELATED, ESTABLISHED CONNECTION 01/06.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Ralph Bertacchi'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®

None

Experience

Current

May 2, 2013 - Present

TRIEX FINANCIAL SERVICES, INC.

Office #1: 10470 W. 163rd Place, Orland Park, IL 60467

RIA

CRD#: 158822

Orland Park, IL

Past

July 18, 2003 - December 31, 2011

COOPER LINSE HALLMAN CAPITAL MANAGEMENT INC

RIA

CRD#: 106755

ORLAND PARK, IL

Past

November 7, 2001 - December 31, 2009

THE INVESTMENT CENTER, INC.

CRD#: 17839

ORLAND PARK, IL

Past

November 6, 1990 - January 2, 1992

PALADIN MARKET ADVISORS, LLC

CRD#: 13281

NEW YORK, NY

Past

December 10, 1986 - September 22, 1988

JOSEPH P. MCGIVNEY AND ASSOCIATES, INC.

CRD#: 2725

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

Illinois
(5/2/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/13/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/6/2001

General Securities Representative Examination

Current Firm

TRIEX FINANCIAL SERVICES, INC.

CRD#: 158822 / SEC#: 801-72663

RIA

Registered Investment Advisory firm - (5/9/2013 Terminated)

Illinois

Registered Investment Advisory firm - (5/2/2013 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

10470 W. 163rd Place, Orland Park, IL 60467

Mailing Address

Phone number

(708) 645-8600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 1,450,268

Red Flags

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

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Gary R. Bertacchi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Ralph Bertacchi's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIEX FINANCIAL SERVICES, INC.

COOPER LINSE HALLMAN CAPITAL MANAGEMENT INC

THE INVESTMENT CENTER, INC.

PALADIN MARKET ADVISORS, LLC

JOSEPH P. MCGIVNEY AND ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2001

Series 7

Date: 11/6/2001

Current Firm

TRIEX FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRIEX FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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