Gary Lee Vogelgesang
Investment adviser representative at Spc
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.1BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- SpcJun 2020 to now
- Parkland Securities, LLC.Jun 2020 to Dec 2021
- Stratos Wealth Advisors, LLCJun 2019 to Jun 2020
- New View Wealth Advisory LLCMar 2019 to Jun 2019
- Charles SchwabFeb 2002 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (NC).
Spc
Legal name: Sigma Planning Corporation
$6.1BAssets managed
30,916Clients
474Advisers
42 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
- 2436041
- Firm CRD
- 110692