Gary
Gould

Gould Capital, LLC

CRD#3258554
Investment Advisor
in Tacoma, WA

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About this Advisor

Gary Gould is a financial advisor working out of Tacoma, Washington with 4 years of industry experience. Gould is an employee of Gould Capital, LLC. They have been an employee of Gould Capital, Llc for their whole career. Gould maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Gould Capital, LLC is an advisory company that has its headquarters in Tacoma, WA. It manages $135 million in assets across its 374 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 374 client accounts, 37% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a few services, including portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fee schedules largely are based on the financial services. However, fees billed by Gould Capital, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets

Office Location

2323 N 31St Street Ste 100
Tacoma, WA 98403

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Gould Capital, LLC Brokerage Details

Total Assets Under Management

$134,688,302

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

374

WA Average: 1,499
Average Account Size

$360,129

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Gary Gould Work History

Gary has been registered as a financial advisor for 4 years.*

2011 - Present (13 years)

Wells Fargo Advisors Financial Network LLC

*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 Gould 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 Gould Capital, LLC

Gary Gould
Tacoma, WA
John Gould
Tacoma, WA
Charles Gould
Tacoma, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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