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Gary L. Winn

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CRD#: 2439971
GW

Professional summary


Gary L Winn was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gary is a previously registered financial advisor and started their career in finance in 1994. Prior to being barred, Gary had worked at 3 firms, which includes FREEDOM FINANCIAL INC., ASSOCIATED INVESTMENT MANAGEMENT INC, SECURITIES SERVICE NETWORK LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary Lee Winn

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

February 24, 2000 - May 28, 2004

FREEDOM FINANCIAL, INC.

BD
CRD#: 45850
OMAHA, NE
Past

January 1, 2000 - March 2, 2004

ASSOCIATED INVESTMENT MANAGEMENT INC

RIA
CRD#: 106774
OMAHA, NE
Past

January 11, 1994 - October 23, 1998

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

January 3, 1994 - December 31, 2001

ASSOCIATED INVESTMENT MANAGEMENT INC

RIA
CRD#: 106774
OMAHA, NE

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
IAR
Series 65
Date: 1/17/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FF
FREEDOM FINANCIAL, INC.
AMERI-MARK FINANCIAL SERVICES, INC. | FREEDOM FINANCIAL, INC.

CRD#: 45850 / SEC#: , 8-51211

BD
Revoked by SEC on 05/31/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Nebraska since 06/04/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FREEDOM GROUP INC.CORPORATION
PIERCE, CAROLYN DONAHUEVICE PRESIDENT / DIRECTOR/COMPLIANCE OFFICER1679130
PIERCE, GABRIEL LEEVICE PRESIDENT3058326
PIERCE, JON PATRICKCROP1612372
PIERCE, WESTLEY MILESDIRECTOR1855246
WINN, GARY LEEFINOP/SECRETARY - TREASURER2439971

Disclosures


Regulatory Event3
Arbitration1

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


FREEDOM FINANCIAL, INC.

CRD#: 45850

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