Guidestone Advisors

Investment Advisor
in Dallas, TX
Are you Gary Coats? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gary Coats is a certified financial planner who lives in Dallas, Texas. Currently a registered investment advisor at Guidestone Advisors, they have accumulated 17 years of professional experience in the financial advisory industry. Coats holds a Series 63 license, certifying the advisor as a securities agent. Coats can act as an advisor in Texas. During their career, the advisor has held roles at Gary Coats LLC, Fidelity Brokerage Services, LLC, Usaa Financial Advisors Inc and Usaa Financial Planning Services. Guidestone Advisors is based out of Dallas, Texas. Overall, Guidestone Advisors employs 15 staff members. None of the advisory firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Guidestone Advisors provides financial planning services and portfolio management for individuals and small businesses. The firm's fees may include other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets



Office Location

5005 Lbj Freeway Ste. 2200
Dallas, TX 75244-6152

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Guidestone Advisors Brokerage Details

Total Assets Under Management


TX Average: $3,042,739,679
Total Number of Employees


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Gary Coats Work History

Gary has 17 years of experience.

2012 - 2013 (1 year)

Gary Coats LLC

2011 - 2013 (2 years)

Usaa Financial Advisors Inc

2011 - 2013 (2 years)

Usaa Financial Planning Services

2001 - 2011 (10 years)

Fidelity Brokerage Services, LLC


Gary Coats has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started