Gail
Scurry
Aspire Private Capital
Answer a few questions and
get matched with an advisor.
About this Advisor
Gail Scurry is a financial advisor based out of Cornelius, North Carolina with a total of 4 years of industry experience. Scurry is an advisor for Aspire Private Capital. The advisor has gained experience at Prudential Financial Planning Services, Pruco Securities, LLC, Aspire Private Capital, A4 Wealth Advisors LLC, World Wide Financial Solutions, LLC Dba A4 Insurance Solutions, Gradient Investments, LLC, A4 Wealth Advisors, LLC and The Prudential Insurance Company Of America. Scurry maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Aspire Private Capital is a registered investment company headquartered in Cornelius, NC. It has a total of 11 people on staff. It handles $296 million in total assets among its 1,737 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,737 accounts, 16% are held by high-net-worth investors who have more than $1 million in assets. Aspire Private Capital performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically depend on which services are offered. However, fee types charged by Aspire Private Capital typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Aspire Private Capital Brokerage Details
$296,199,202
11
1,737
$170,523
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gail Scurry Work History
Gail has been registered as a financial advisor for 4 years.*
Aspire Private Capital
Gradient Investments, LLC
A4 Wealth Advisors, LLC
A4 Wealth Advisors LLC
World Wide Financial Solutions, LLC Dba A4 Insurance Solutions
Prudential Financial Planning Services
Pruco Securities, LLC
The Prudential Insurance Company Of America
*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 Gail Scurry 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 Aspire Private Capital
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.