Gary B. Garland

INTEGRATED WEALTH SOLUTIONS

Manalapan, NJ 07726

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CRD#: 6380543

Professional summary

Gary B. Garland, CFP® is a registered financial advisor currently at INTEGRATED WEALTH SOLUTIONS, LLC located in Manalapan, New Jersey.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gary has worked at 1 firm 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.

MR. GARY GARLAND IS AN ATTORNEY AND RUNS HIS OWN LAW PRACTICE WHICH CONCENTRATES IN ESTATE PLANNING AND ELDER LAW AND INTER-RELATED FIELDS. HE IS ALSO AN INSURANCE AGENT LICENSED IN NEW JERSEY AND FLORIDA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary B. Garland'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

February 18, 2022 - Present

INTEGRATED WEALTH SOLUTIONS, LLC

Office #1: 195 Route 9 South Suite 204, Manalapan, NJ 07726Office #2: 195 Route 9 South - Suite 204, Manalapan, NJ 07726

RIA

CRD#: 172483

Manalapan, NJ

Past

April 30, 2015 - December 31, 2021

INTEGRATED WEALTH SOLUTIONS, LLC

RIA

CRD#: 172483

MANALAPAN, NJ

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

New Jersey
(2/18/2022)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/29/2015

Uniform Investment Adviser Law Examination

Current Firm

INTEGRATED WEALTH SOLUTIONS, LLC

GARLAND, GARY B | INTEGRATED WEALTH SOLUTIONS, LLC

CRD#: 172483 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/18/2022 Approved)

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Contact information

Main Address

195 Route 9 South Suite 204, Manalapan, NJ 07726

Mailing Address

Phone number

(732) 972-6700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 9,000,000

Red Flags

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

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Gary B. Garland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary B. Garland's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED WEALTH SOLUTIONS, LLC

INTEGRATED WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2015

Current Firm

INTEGRATED WEALTH SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRATED WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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