Gary M. Wilson

HARDY REED

Oxford, MS 38655

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CRD#: 7350184

Professional summary

Gary Michael Wilson is a registered financial advisor currently at HARDY REED, LLC located in Oxford, Mississippi.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gary has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

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.

Magnolia By the Sea, LLC; Not Investment-Related; 12 Village Road, Gloucester, MA 01930; Vacation Rental Property; Member; December 12, 2024 LLC Start date; approximately 3 hour/month - none during trading hours; handle inquiries, reservations and questions online.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Michael Wilson's CRS (Customer Relationship Summary).

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

August 4, 2025 - Present

HARDY REED, LLC

Office #1: 300a Enterprise Dr, Oxford, MS 38655

RIA

CRD#: 141024

Oxford, MS

Past

May 26, 2021 - July 2, 2024

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

March 15, 2021 - July 29, 2024

VULCAN VALUE PARTNERS LLC

RIA

CRD#: 151190

BIRMINGHAM, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HARDY REED, LLC

CRD#: 141024 / SEC#: 801-66976

RIA

Registered Investment Advisory firm - (7/5/2006 Approved)

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

Mississippi
(8/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/23/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/25/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/5/2021

Securities Industry Essentials Examination

Current Firm

HARDY REED, LLC

CRD#: 141024 / SEC#: 801-66976

RIA

Registered Investment Advisory firm - (7/5/2006 Approved)

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Contact information

Main Address

101 S. Front Street, Tupelo, MS 38804

Mailing Address

P.o. Box 437, Tupelo, MS 38802-0437

Phone number

(662) 823-4722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HARDY REED FORM ADV PART 2A BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	365
AUM (Assets Under Management)	$ 2,357,448,960

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.

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Advisor Monitoring

Firm Stability Insights

Gary M. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Michael Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPS DISTRIBUTORS, INC.

VULCAN VALUE PARTNERS LLC

Primary Firm SEC Registration

HARDY REED, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2025

Series 63

Date: 6/23/2021

Series 7TO

Date: 5/25/2021

SIE

Date: 5/5/2021

Current Firm

HARDY REED, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HARDY REED, LLC

TRUST BUT VERIFY

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