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Gary L. Dennison

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CRD#: 2186751
GD

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 Lee Dennison was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1992. Gary had worked at 7 firms and has passed the Series 63 and Series 6 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

June 24, 2010 - December 31, 2011

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

BD
CRD#: 35419
BLOOMINGTON, MN
Past

February 18, 2008 - June 11, 2010

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
BLOOMINGTON, MN
Past

October 21, 2002 - December 20, 2002

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

May 19, 1998 - October 21, 2002

ONE ORCHARD EQUITIES, INC.

BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past

October 8, 1994 - October 22, 1996

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

January 22, 1993 - August 25, 1994

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

September 23, 1992 - January 1, 1993

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA

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: 2/22/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


WF
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.
MECKLENBURG SECURITIES CORPORATION | WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. | WELLS FARGO INSURANCE SERVICES EMPLOYER BENEFITS | WACHOVIA INSURANCE SERVICES BROKER DEALER, INC. | WACHOVIA INSURANCE SERVICES BROKER DEALER, INC

CRD#: 35419 / SEC#: , 8-46748

BD
Terminated by SEC on 12/30/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
North Carolina since 09/15/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WELLS FARGO INSURANCE SERVICES USA, INC.DIRECT OWNER
NEED, LINDA SUZANNEPRESIDENT / DIRECTOR2649246
VOIGHT, CHRISANNA BONDSSECRETARY / CCO2369436
WERKHEISER, JOHN CALVIN IIIFINOP AND TREASURER5975623

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


WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

CRD#: 35419

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