Gary C. Blacketor
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 C Blacketor, who also goes by Gary Curtis Blacketor, was a registered financial professional .
Gary is a previously registered financial professional and started their career in finance in 1995. Gary had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 23, Series 10 and Series 9 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Education
Indiana University
Bachelor of Science (BS) - Management and Policy Administration
1986
Experience
May 19, 2020 - August 9, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 14, 2020 - August 9, 2024
FIDELITY BROKERAGE SERVICES LLC
June 20, 2016 - May 11, 2020
CHARLES SCHWAB & CO., INC.
June 13, 2016 - May 11, 2020
CHARLES SCHWAB & CO., INC.
January 7, 2014 - May 2, 2016
LPL FINANCIAL LLC
April 2, 2009 - January 6, 2012
J.P. MORGAN SECURITIES LLC
March 17, 2006 - April 14, 2008
CUNA BROKERAGE SERVICES, INC.
May 24, 2004 - December 31, 2006
MEMBERS TRUST COMPANY
December 8, 1998 - April 7, 2004
CHARLES SCHWAB & CO., INC.
February 13, 1996 - April 7, 2004
CHARLES SCHWAB & CO., INC.
October 17, 1995 - January 30, 1996
ARK FUNDS DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
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
FIDELITY PERSONAL AND WORKPLACE ADVISORS
Financial ConsultantCRD#: 288590TRUST BUT VERIFY
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