Gary
Medley

Ic Advisory Services, Inc

CRD#1186617
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Gary Medley is a certified financial planner working out of Bonita Springs, Florida, who has been in the financial industry for 11 years. Medley works at Ic Advisory Services, Inc. Throughout their career, Medley has worked at Fifth Third Securities, Medley Advisory, LLC, The Investment Center Inc, Ic Advisory Services Inc, Pelican Wealth Advisors, LLC, Financial Planning Association Of South West Florida and Sageous Capital Management, LLC. Medley holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Michigan, Virginia, Kentucky, Maryland, Ohio, Pennsylvania and South Carolina. Ic Advisory Services, Inc is an advisory business that has its headquarters in Bonita Springs, Florida. The investment advisory business has offices in 184 locations and a total of 221 financial advisors. It handles $1 billion in total assets between its 4,163 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 4,163 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. Ic Advisory Services, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the type of services. Fees billed by Ic Advisory Services, Inc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

27499 Riverview Center Blvd Suite 138
Bonita Springs, FL 34134

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Ic Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,133,397,373

FL Average: $10,121,009,343
Total Number of Employees

227

FL Average: 92
Total Number of Accounts

4,610

FL Average: 6,978
Average Account Size

$245,856

FL Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gary Medley Work History

Gary has 11 years of experience.

2015 - Present (4 years)

The Investment Center Inc

2015 - Present (4 years)

Ic Advisory Services Inc

2009 - Present (10 years)

Medley Advisory, LLC

2014 - 2015 (1 year)

Pelican Wealth Advisors, LLC

2014 - 2015 (1 year)

Financial Planning Association Of South West Florida

2009 - 2014 (5 years)

The Investment Center Inc

2009 - 2014 (5 years)

Ic Advisory Services Inc

2009 - 2011 (2 years)

Sageous Capital Management, LLC

2007 - 2009 (2 years)

Fifth Third Securities

Disclosures

Gary Medley has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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