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Cary Lynn Hise

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

901 N Broad Street, Suite 400, Rome, GA, 30161

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Cary is a 50% owner and manager of Khares Basileia LLC, where he teaches leadership development, dedicating a few hours per week. He also works as an independent insurance agent for Midland National and an insurance agent for Summit Life Group, selling life insurance and annuities, spending about half his time on the latter.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2025 - Present · 3 mos
Cambridge Investment Research, INC.
November 2025 - Present · 3 mos
Cambridge Investment Research, INC.Broker
November 2025 - Present · 3 mos
Dempsey Lord Smith, LLC
May 2025 - Present · 9 mos
Previous Registrations
Dempsey Lord Smith, LLCBroker
May 2025 - November 2025 · 6 mos
Asset Allocation Strategies, LLC
January 2022 - May 2025 · 3 yrs 4 mos
Glp Investment Services, LLCBroker
February 2021 - May 2025 · 4 yrs 3 mos
State Registrations8 states
CTGAINLAOKSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.