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Gary Preston Coats

Guidestone Advisors

Dallas, TX

CRD 4449448

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Employer firm

Guidestone Advisors CRD 149624

$1.96B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Guidestone Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-07-29
  • TX RA
    APPROVED
    Since 2013-07-29

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guidestone Advisors Dallas TX 07/2013 Present
Previous Registrations
  • 2011-05-02 → 2013-07-09
    Usaa Financial Planning Services
    Addison, TX
Other Businesses

Crazy A Ranch, LLC Not investment related. Planting and cutting of timber to produce revenue. Land leasing for outdoor recreational activities. President 1/5/21 0 during trading hours 1-5 Hours a Month Accounting, Administration, Sales, Marketing

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-01-03
  • S63 Uniform Securities Agent State Law Examination
    2002-01-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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