Gary Robert Reese
Investment adviser representative at Wealthbuilders Investments
23 yearsExperience
1 stateRegistered in
ChFC®Designation
$172.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Wealthbuilders InvestmentsApr 2024 to now
- Creative Financial Designs IncFeb 2013 to Mar 2024
- Faith Investment Services of Ohio, LLCOct 2003 to Feb 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wealthbuilders Investments
Legal name: Authentic Counsel, LLC
$172.6MAssets managed
271Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1801500
- Firm CRD
- 173306