Gary Charles Gray
Investment adviser representative at Vanderbilt Advisory Services
37 yearsExperience
1 stateRegistered in
$2.1BFirm assets
13 yearsFirm in business
Are you Gary Charles Gray? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Vanderbilt Advisory ServicesNov 2025 to now
- Vanderbilt Securities. LLCNov 2025 to now
- Gary Gray Financial ServicesJan 1988 to now
- Gfs IncJan 1988 to now
- Cetera Investment Advisers LLCSep 2025 to Nov 2025
- Cetera Wealth Services, LLCSep 2025 to Nov 2025
- Avantax Insurance Agency And/or Avantax Insurance Services.Jul 2022 to Sep 2025
- Avantax Advisory ServicesJun 2014 to Sep 2025
- Avantax Investment ServicesMay 2013 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 2199842
- Firm CRD
- 116537