Gary J. Zarb
Professional summary
Gary Joseph Zarb, who also goes by Gary Zarb, is a registered financial advisor currently at THE WOLTER GROUP, INC. located in Livonia, Michigan.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gary has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gary Joseph Zarb's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2018 - Present
THE WOLTER GROUP, INC.
Office #1: 17294 Farmington Road, Livonia, MI 48152July 13, 2011 - December 31, 2019
ADVANCED FINANCIAL PLANNING, INC.
December 12, 2001 - December 31, 2003
WRP INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/17/2018)
Exams
Current Firm
THE WOLTER GROUP, INC.
CRD#: 296828 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 46,986,512 |
Red Flags
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