Gary R. Preslar
Professional summary
Gary Randall Preslar, who also goes by Gary Preslar, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Charlotte, North Carolina.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gary has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gary Randall Preslar's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2019 - Present
AE WEALTH MANAGEMENT, LLC
November 6, 2015 - June 20, 2018
ASPIRE PRIVATE CAPITAL
October 2, 2015 - June 12, 2017
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
July 21, 2014 - October 28, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
July 21, 2014 - October 28, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 20, 2012 - July 23, 2014
FORESTERS EQUITY SERVICES, INC.
March 20, 2012 - July 23, 2014
FORESTERS EQUITY SERVICES, INC.
August 4, 2010 - November 30, 2011
EQUITY SERVICES, INC.
June 9, 2010 - November 30, 2011
EQUITY SERVICES, INC.
Primary Firm SEC Registration
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/7/2019)
Exams
Current Firm
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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