Gary
Halbert
Pensionmark Financial Group, LLC
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About this Advisor
Gary Halbert is a financial advisor who works in Austin, Texas who has 1 year of industry experience. Halbert works at Pensionmark Financial Group, LLC. Throughout their career, Halbert has worked at Profutures, Inc, Halbert Wealth Management, Inc, Profutures Fund Management, Inc, Profutures, Inc Dba/ Vector Signals and Pensionmark Financial Group. Halbert has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Pensionmark Financial Group, LLC is a company that has its headquarters in Santa Barbara, CA. It has offices in 59 locations and a total of 244 advisors. It administers $27 billion in total assets between its 7,380 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 142 charities and foundations. Of its 7,380 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in investable assets. Pensionmark Financial Group, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on the financial services offered. Fees billed by Pensionmark Financial Group, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gary Halbert Work History
Gary has been registered as a financial advisor for 1 years.*
Profutures, Inc Dba/ Vector Signals
Pensionmark Financial Group
Halbert Wealth Management, Inc
Profutures,Inc
Profutures Fund Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Halbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
Saint Petersburg, FL
Los Angeles, CA
San Mateo, CA
Santa Barbara, CA
Fort Mill, SC
San Antonio, TX
South Burlington, VT
Madison, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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