Gary B. Dannar

TUBREAUXS WEALTH & LEGACY SOLUTIONS

Jasper, TX 75951

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CRD#: 1915816

Professional summary

Gary Burton Dannar is a registered financial advisor currently at TUBREAUXS WEALTH & LEGACY SOLUTIONS located in Jasper, Texas.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Gary has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

1. Tubreauxs Signs AND SERVICE;PRESIDENT; SALARY;DESIGN, FABRICATION, ERECT, SERVICE SIGNS;05/2000; OVERSEE OPERATIONS. PO BOX 613 JASPER, TX 75951 20-40 HOURS/MONTH. NOT INVESTMENT RELATED. 2) Tubreauxs Farm; Family owned farm; not investment related;07/2011;few hours a month. 3) Gary Dannar, Sole Proprietor dba Tubreauxs Wealth & Legacy Solutions; Investment Related; Jasper, TX; Insurance Services and Products; Insurance Agent; 09/2015; Approximately 50% of his time is spent in this capacity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Burton Dannar'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

February 22, 2018 - Present

TUBREAUXS WEALTH & LEGACY SOLUTIONS

Office #1: 252 N. Wheeler St., Jasper, TX 75951Office #2: 222 Hwy 190 W., Woodville, TX 75979

RIA

CRD#: 291856

Jasper, TX

Past

November 10, 2015 - February 12, 2018

TRADINGBLOCK

RIA

CRD#: 128605

Jasper, TX

Past

September 15, 2015 - February 12, 2018

TRADINGBLOCK

CRD#: 128605

Jasper, TX

Past

August 13, 2012 - October 6, 2015

MODERN CAPITAL ADVISORS, LLC

RIA

CRD#: 131117

JASPER, TX

Past

July 12, 2012 - September 16, 2015

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

RALEIGH, NC

Past

August 25, 2011 - July 13, 2012

BROKERSXPRESS LLC

RIA

CRD#: 127081

WOODVILLE, TX

Past

August 25, 2011 - July 13, 2012

BROKERSXPRESS LLC

CRD#: 127081

WOODVILLE, TX

Past

October 7, 2009 - August 31, 2011

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

WOODVILLE, TX

Past

October 2, 2009 - August 31, 2011

ONEAMERICA SECURITIES, INC.

CRD#: 4173

WOODVILLE, TX

Past

September 28, 2004 - September 25, 2009

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

WOODVILLE, TX

Past

July 3, 2003 - September 25, 2009

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

WOODVILLE, TX

Past

October 30, 1993 - May 23, 1994

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Past

September 22, 1992 - October 29, 1993

CENTURY INVESTORS OF AMERICA, INC.

CRD#: 5322

Past

February 15, 1989 - November 13, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

Past

February 15, 1989 - November 13, 1992

PRUCO SECURITIES, LLC.

CRD#: 5685

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

Louisiana
(7/26/2021)

IAR

Texas
(2/22/2018)

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 65

Date: 9/8/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/13/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TUBREAUXS WEALTH & LEGACY SOLUTIONS

DANNAR, GARY B. | TUBREAUXS WEALTH & LEGACY SOLUTIONS LLC | TUBREAUXS WEALTH & LEGACY SOLUTIONS

CRD#: 291856 / SEC#:

Louisiana

Registered Investment Advisory firm - (7/26/2021 Approved)

Texas

Registered Investment Advisory firm - (2/15/2018 Approved)

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Contact information

Main Address

252 N. Wheeler St., Jasper, TX 75951

Mailing Address

Phone number

(409) 377-8060

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	92
AUM (Assets Under Management)	$ 12,582,804

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

Gary B. Dannar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Burton Dannar's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRADINGBLOCK

TRADINGBLOCK

MODERN CAPITAL ADVISORS, LLC

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BROKERSXPRESS LLC

BROKERSXPRESS LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

CUNA BROKERAGE SERVICES, INC.

CENTURY INVESTORS OF AMERICA, INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2004

Series 63

Date: 6/13/2003

SIE

Date: 2/12/2018

Series 7

Date: 6/2/2003

Series 6

Date: 2/13/1989

Current Firm

TUBREAUXS WEALTH & LEGACY SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TUBREAUXS WEALTH & LEGACY SOLUTIONS

TRUST BUT VERIFY

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