Gary D. Wurl
CENTRIC ADVISORS
Cypress, TX 77429
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CRD#: 2243508
Professional summary
Gary Duwayne Wurl, CFP® is a registered financial advisor currently at CENTRIC ADVISORS, LLC located in Cypress, Texas.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Gary has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 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) DBA: FINANCIAL DESTINY, INC. - 7802 AUTUMN HOLLOW LANE, HOUSTON, TX 77041; INVESTMENT RELATED; CEO MARKETING STARTED IN 1994; 50 HRS/MONTH 40 DURING TRADING HRS. 2) INSURANCE AGENT- 7802 AUTUMN HOLLOW LANE, HOUSTON, TX 77041; FIXED INSURANCE AGENCY; INVESTMENT RELATED; AGENT; CONTRACT WITH COMPANIES, EDUCATE MYSELF ON PRODUCT, LINE UP CLIENT NEEDS WITH THE PRODUCT THAT IS IN LINE WITH THE CLIENTS NEEDS; 10% OF TIME SPENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. THE INVESTMENT ADVISER ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF THE INVESTMENT ADVISER IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT. 3) REAL ESTATE RENTAL PROPERTIES - HOUSTON, TX; MANAGING SHORT TERM RENTALS OWNED BY MR. WURL; NOT INVESTMENT RELATED; LESS THAN 5% OF TIME SPENT
CRS (Client Relationship Summary) - RIA
Click below to view Gary Duwayne Wurl'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®
CFP®
Start date: 1999
Experience
Current
December 18, 2018 - Present
CENTRIC ADVISORS, LLC
Office #1: 12549 Louetta Road, Cypress, TX 77429RIA
CRD#: 282477
Cypress, TX
Past
December 17, 2018 - December 17, 2018
CENTRIC ADVISORS, LLC
RIA
CRD#: 282477
Houston, TX
Past
November 27, 2018 - November 30, 2018
CENTRIC ADVISORS, LLC
RIA
CRD#: 282477
Houston, TX
Past
October 29, 2014 - December 17, 2018
KOVACK ADVISORS, INC.
RIA
CRD#: 140808
HOUSTON, TX
Past
September 25, 2014 - December 17, 2018
KOVACK SECURITIES INC.
BD
CRD#: 44848
Houston, TX
Past
December 18, 2009 - December 31, 2014
RESOURCE HORIZONS INVESTMENT ADVISORY, INC.
RIA
CRD#: 143384
HOUSTON, TX
Past
November 24, 2009 - December 1, 2009
RESOURCE HORIZONS INVESTMENT ADVISORY, INC.
RIA
CRD#: 143384
HOUSTON, TX
Past
November 24, 2009 - September 24, 2014
RESOURCE HORIZONS GROUP LLC
BD
CRD#: 104368
HOUSTON, TX
Past
February 27, 2007 - November 24, 2009
CULLUM & BURKS SECURITIES, INC.
RIA
CRD#: 46600
HOUSTON, TX
Past
February 27, 2007 - November 24, 2009
CULLUM & BURKS SECURITIES, INC.
BD
CRD#: 46600
HOUSTON, TX
Past
November 24, 2003 - March 7, 2007
UNITED SECURITIES ALLIANCE, INC.
RIA
CRD#: 36487
HOUSTON, TX
Past
March 31, 1995 - March 7, 2007
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
HOUSTON, TX
Past
May 5, 1994 - March 31, 1995
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Past
September 21, 1992 - May 3, 1994
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CENTRIC ADVISORS, LLC
CENTRIC | TITAN ADVISORY SERVICES, LLC | MAJORS & MONDRAGON, LLC. | CENTRIC WEALTH | CENTRIC RETIREMENT | CENTRIC PARTNERS | CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
RIA
Registered Investment Advisory firm - (6/28/2021 Approved)Arizona
Registered Investment Advisory firm - (6/29/2021 Terminated)California
Registered Investment Advisory firm - (7/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (12/31/2020 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Vermont
Registered Investment Advisory firm - (6/29/2021 Terminated)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
Texas(12/18/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CA
CENTRIC ADVISORS, LLC
CENTRIC | TITAN ADVISORY SERVICES, LLC | MAJORS & MONDRAGON, LLC. | CENTRIC WEALTH | CENTRIC RETIREMENT | CENTRIC PARTNERS | CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
RIA
Registered Investment Advisory firm - (6/28/2021 Approved)Arizona
Registered Investment Advisory firm - (6/29/2021 Terminated)California
Registered Investment Advisory firm - (7/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (12/31/2020 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Vermont
Registered Investment Advisory firm - (6/29/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12549 Louetta Road, Cypress, TX 77429
Mailing Address
Phone number
(888) 215-5888
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,162 |
| AUM (Assets Under Management) | $ 226,897,006 |
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
CENTRIC ADVISORS, LLC
CRD#: 282477Cypress, TX 77429TRUST BUT VERIFY
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