Gary Coats is a CFP-designated registered investment advisor, based in Dallas, TX, with 24 years of industry experience.
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is the president of Crazy A Ranch, LLC, since 2021, which involves timber production and land leasing for recreational activities. He dedicates minimal time to this non-investment related business.
Employment History
Current Registrations
Guidestone Financial ServicesBroker
Guidestone Advisors
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations51 states
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