Garry F. Liday

RETIREMENT ASSET MANAGERS

King City, OR 97224

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CRD#: 1824144

Professional summary

Garry Ford Liday is a registered financial advisor currently at RETIREMENT ASSET MANAGERS, INC. located in King City, Oregon.

Garry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Garry has worked at 8 firms and has passed the Series 66, Series 63, Series 7 and Series 24 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.

GARRY F. LIDAY CORP.; NON-INVESTMENT RELATED; 15405 SW 116TH AVE, SUITE 103A, KING CITY, OR 97224; INSURANCE SERVICES; PRESIDENT/INSURANCE AGENT; 07/1986; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS

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CRS (Client Relationship Summary) - RIA

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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 13, 2008 - Present

RETIREMENT ASSET MANAGERS, INC.

Office #1: 15405 Sw 116th Ave Suite 103a, King City, OR 97224

RIA

CRD#: 147064

King City, OR

Past

February 25, 2005 - May 14, 2008

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

KING CITY, OR

Past

December 17, 2004 - May 14, 2008

USA FINANCIAL SECURITIES LLC

CRD#: 103857

KING CITY, OR

Past

May 2, 2001 - December 16, 2004

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

May 3, 1996 - May 2, 2001

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

March 5, 1996 - May 2, 1996

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

February 6, 1996 - February 22, 1996

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

January 2, 1992 - February 14, 1996

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 9, 1990 - December 31, 1991

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

May 31, 1989 - January 4, 1990

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

May 6, 1988 - May 31, 1989

FIRST AFFILIATED SECURITIES, INC.

CRD#: 6871

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

Washington
(9/22/2016)

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: 10/18/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/21/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/16/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/26/1993

General Securities Principal Examination

Current Firm

RETIREMENT ASSET MANAGERS, INC.

CRD#: 147064 / SEC#:

Oregon

Registered Investment Advisory firm - (9/17/2025 Cancelled)

Washington

Registered Investment Advisory firm - (9/22/2016 Approved)

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Contact information

Main Address

15405 Sw 116th Ave Suite 103a, King City, OR 97224

Mailing Address

Phone number

(503) 620-3531

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 381,256

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Garry F. Liday

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garry Ford Liday's CRS (Customer Relationship Summary).

Certified licenses

Experience

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

USALLIANZ SECURITIES, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

OSAIC WEALTH, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

OSAIC WEALTH, INC.

EQUITY SERVICES, INC.

FIRST AFFILIATED SECURITIES

FIRST AFFILIATED SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2004

Series 63

Date: 4/21/1988

Series 7

Date: 4/16/1988

Series 24

Date: 2/26/1993

Current Firm

RETIREMENT ASSET MANAGERS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT ASSET MANAGERS, INC.

TRUST BUT VERIFY

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