Gary
Coats

Guidestone Advisors

CRD#4449448
Investment Advisor
in Dallas, TX
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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

Disclosures

No

Office Location

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

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Guidestone Advisors Brokerage Details

Total Assets Under Management

$104,969,530

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

18

TX Average: 49
Total Number of Accounts

277

TX Average: 2,315
Average Account Size

$378,951

TX Average: $1,314,358

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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 years)

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

Disclosures

Gary Coats has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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