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Gary L. Ackerman

FINANCIAL ADVISORY SERVICES
RICHMOND, VA
Some features on this profile are disabled
CRD#: 4668422
GA

Professional summary

Gary Lynn Ackerman is a registered financial advisor currently at FINANCIAL ADVISORY SERVICES located in Richmond, Virginia.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gary has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 82 and Series 22 exams.

top-8-questions

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) WHITTLE & ROPER REAL ESTATE, COMMERCIAL REAL ESTATE. COLONIAL HEIGHTS VA. AGENT, TYPICALLY BUYER AGENT FOR CLIENT DOING 1031 EXCHANGE, OR SELLER AGENT FOR PRIOR CLIENT ACQUIRED PROPERTY.START 06/2002.DEVOTE 8 HOURS A WEEK DURING TRADING HOURS, DEVOTE 3 HOURS A WEEK OUTSIDE TRADING HOURS. 2) BUSINESS TRANSITION SERVICES,INC. CONTINUING EDUCATION CLASSES TO PROFESSIONALS, PROPERTY MANAGEMENT, CONSULTING -CPA, REALTOR, ATTORNEY, CPA, HEALTHCARE PROFESSIONALS. PROPERTY MANAGEMENT OF PERSONALLY OWNED PROPERTIES. CONSULTING ON BUSINESS/REAL ESTATE TRANSITIONS AND FINANCE. BROKERAGE SERVICES ON VETERINARY PRACTICE SALES. RICHMOND, VA. MANAGER, BUSINESS OWNED BY ME, ALL COST FUNDED PERSONALLY.DEVOTE 5 HOURS A WEEK DURING TRADING HOURS, DEVOTE 6 HOURS A WEEK OUTSIDE TRADING HOURS. 3) FINANCIAL ADVISORY SERVICES LLC, INVESTMENT ADVISOR REPRESENTATIVE AND PART OWNER. START DATE 10/2017. RICHMOND, VA. FINANCIAL PLANNING SERVICE AND SOLICITATION OF INVESTMENT ADVISORS. 4) ESTATE PLANNING TEAM. NON INVESTMENT RELATED. TAX DEFERRED PLANNING OF CLIENT TRANSACTIONS. GLEN ALLEN, VA. MEMBER. NO COMPENSATION. 0 HOURS/MONTH DURING TRADING HOURS, 1 HOUR OUTSIDE OF TRADING HOURS. 5) PROFESSIONAL PARTNERS INC. START DATE 9-2017. MANAGEMENT AND TAX PLANNING FOR FAMILY ENTITIES. 5 HOURS PER MONTH DURING TRADING HOURS, 10 HOURS/MONTH OUTSIDE OF TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lynn Ackerman'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®
None

Experience

Current

December 7, 2017 - Present

FINANCIAL ADVISORY SERVICES

RIA
CRD#: 289369
RICHMOND, VA
Past

January 7, 2015 - May 9, 2017

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Richmond, VA
Past

June 25, 2013 - January 14, 2015

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
Richmond, VA
Past

July 13, 2011 - July 25, 2012

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
GLEN ALLEN, VA
Past

January 10, 2011 - September 22, 2017

MORSE CAPITAL PARTNERS, LLC

RIA
CRD#: 146383
RICHMOND, VA
Past

November 4, 2010 - December 31, 2010

MORSE CAPITAL PARTNERS, LLC

RIA
CRD#: 146383
GLEN ALLEN, VA
Past

November 4, 2010 - June 13, 2011

MCL FINANCIAL GROUP, INC.

BD
CRD#: 41180
GLEN ALLEN, VA
Past

September 21, 2005 - November 4, 2010

CAPWEST SECURITIES, INC.

BD
CRD#: 30002
GLEN ALLEN, VA
Past

July 10, 2003 - October 11, 2005

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
GREENWOOD VILLAGE, CO

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
Virginia
(12/7/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/15/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/7/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/9/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/21/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 82
Date: 9/8/2005
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 22
Date: 7/8/2003
Direct Participation Programs Representative Examination

Current Firm

FA
FINANCIAL ADVISORY SERVICES
FINANCIAL ADVISORY SERVICES | FINANCIAL ADVISORY SERVICES LLC

CRD#: 289369 / SEC#:

Virginia
Registered Investment Advisory firm - (12/7/2017 Approved)
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Contact information

Main Address
Richmond, VA
Mailing Address
Phone number
(804) 334-7387
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

FINANCIAL ADVISORY SERVICES

CRD#: 289369Richmond, VA

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