Gail Elizabeth Dewees
Professional Summary
Gail Elizabeth Dewees, who also goes by Gail Dewees Cavan, Gail Elizabeth Dewees-cavan, was a registered financial advisor. Gail was a previously registered financial professional and started their career in finance 2012 - 2013. Gail had worked at 1 firm and has passed the Series 99 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gail Dewees Cavan, Gail Elizabeth Dewees-Cavan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
VFIC SECURITIES, INC.
Contact Information
Established
Pennsylvania since 09/01/1999Firm Type
Other Types of Legal FormationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GEORGE C. BEYER IRREVOCABLE TRUST FBO COLLEEN BEYER | TRUST | — |
| GEORGE C. BEYER IRREVOCABLE TRUST FBO KATHLEEN BEYER | TRUST | — |
| GEORGE C. BEYER IRREVOCABLE TRUST FBO MICHAEL J. MAHER, JR. | TRUST | — |
| GEORGE C. BEYER IRREVOCABLE TRUST FBO SEAN MAHER | TRUST | — |
| BEYER, KAREN | TRUSTEE | 4604371 |
| MAHER, MICHAEL JOSEPH JR | CHAIRMAN, PRESIDENT, CEO, CCO | 2139398 |
| RACKOVAN, FREDERICK MARTIN | CHIEF OPERATING OFFICER | 2492058 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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