AG
AG

Andrew Robert Gay

30 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 North Greenwood, Lagrange, GA, 30240

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016
Denied
Customer Dispute
January 2005
Denied
Other Business Activities

Andrew is the president of the Men's Golf Association at Highland CC, helping fund golf projects. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Synovus Securities, INC.
July 2016 - Present · 9 yrs 7 mos
Synovus Securities, INC.Broker
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Suntrust Investment Services, INC.
December 2011 - June 2016 · 4 yrs 6 mos
Suntrust Investment Services, INC.Broker
December 2011 - June 2016 · 4 yrs 6 mos
Invest Financial Corporation
June 2005 - December 2011 · 6 yrs 6 mos
Invest Financial CorporationBroker
June 2005 - December 2011 · 6 yrs 6 mos
Bb&t Investment Services, INC.
March 2005 - June 2005 · 3 mos
Bb&t Investment Services, INC.Broker
March 2005 - June 2005 · 3 mos
Invest Financial Corporation
April 2003 - March 2005 · 1 yr 11 mos
Invest Financial CorporationBroker
April 2003 - March 2005 · 1 yr 11 mos
Compass Brokerage, INC.
June 2002 - April 2003 · 10 mos
Compass Brokerage, INC.Broker
January 2002 - April 2003 · 1 yr 3 mos
Amsouth Investment Services, INC.Broker
February 2001 - December 2001 · 10 mos
Invest Financial CorporationBroker
November 1995 - January 2001 · 5 yrs 2 mos
Edward D. Jones & CO., L.P.Broker
May 1994 - May 1995 · 1 yr
State Registrations8 states
ALCAFLGAIDNCNVSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Robert Gay - Financial Advisor | TrueAdvisor