GS
GS

Gary James Sipos

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
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Location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gary is the founder and owner of College Cash Solutions, providing college financial planning and counseling, dedicating a few hours per week. He also owns Gary Sipos Insurance Services, selling insurance and fixed annuities, and operates Sipos Financial as a financial advisory DBA, spending about a quarter of his time on this.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
November 2015 - September 2024 · 8 yrs 10 mos
Horter Investment Management, LLC
August 2014 - November 2015 · 1 yr 3 mos
Spc
June 2014 - June 2014 · 0 mos
Marin Capital Management
March 2014 - June 2014 · 3 mos
Cypress Partners, LLC
June 2013 - July 2013 · 1 mo
Highway Financial Networks
January 2008 - May 2013 · 5 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.