Gardner C. Osborne

OSBORNE CAPITAL MANAGEMENT

San Diego, CA 92109

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CRD#: 5124102

Professional summary

Gardner Clark Osborne is a registered financial advisor currently at OSBORNE CAPITAL MANAGEMENT located in San Diego, California.

Gardner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Gardner has worked at 2 firms and has passed the Series 65 exam.

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.

NAME: GARDNER TAX & FINANCIAL LLC NONE INVESTMENT-RELATED. 1545 GRAND AVE, SAN DIEGO, CA 92109 NATURE: ACCOUNTING POSITION: TAX PREPARER TITLE: TAX PREPARER RELATIONSHIP: OWNER START DATE: 04/2011 HOURS/MONTH: AROUND 100 HRS. HOURS/TRADING HOURS: 3 HRS. DUTIES: PERFORMS TAX ACCOUNTING, BOOKKEEPING, TAX PREPARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gardner Clark Osborne'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

January 3, 2024 - Present

OSBORNE CAPITAL MANAGEMENT

Office #1: 1545 Grand Avenue, San Diego, CA 92109

RIA

CRD#: 144394

San Diego, CA

Past

April 24, 2006 - November 7, 2007

OSBORNE PLANNING

RIA

CRD#: 132992

SAN DIEGO, CA

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

California
(1/3/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/21/2006

Uniform Investment Adviser Law Examination

Current Firm

OSBORNE CAPITAL MANAGEMENT

OSBORNE CAPITAL MANAGEMENT | OSBORNE, GARDNER, CLARK

CRD#: 144394 / SEC#:

California

Registered Investment Advisory firm - (10/12/2007 Approved)

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Contact information

Main Address

1545 Grand Avenue, San Diego, CA 92109

Mailing Address

Phone number

(858) 373-7591

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 29,320,100

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gardner C. Osborne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gardner Clark Osborne's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSBORNE CAPITAL MANAGEMENT

OSBORNE PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2006

Current Firm

OSBORNE CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OSBORNE CAPITAL MANAGEMENT

TRUST BUT VERIFY

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