Garry Andrew Egre
Investment adviser representative at The Bendix Financial Group, Inc.
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$196.6MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- The Bendix Financial Group, Inc.Aug 2021 to now
- Royal Alliance AssociatesMar 2010 to now
- Martin R Egre Cpa & Assoc LLPMay 1996 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
The Bendix Financial Group, Inc.
$196.6MAssets managed
211Clients
3Advisers
12 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
- 4739018
- Firm CRD
- 118999