Gary Hay

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 03/2018
  Lpl Financial Llc
  Las Vegas, NV
• 11/2014 → 03/2018
  The Wealth Consulting Group
  Las Vegas, NV
• 03/2018 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2018 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 11/2022
  Woodbury Financial Services, Inc.
  Boulder City, NV
• 03/2019 → 11/2022
  Woodbury Financial Services, Inc.
  Boulder City, NV
• 11/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2022 → Present
  Cambridge Investment Research Advisor, Inc.
  Fairfield, IA

Previous Registrations

• 2019-03-01 → 2022-11-16
  Woodbury Financial Services, Inc.
  Henderson, NV
• 2018-03-22 → 2019-03-01
  Questar Asset Management, Inc.
  Boulder City, NV
  Minneapolis, MN
• 2014-11-17 → 2018-03-16
  The Wealth Consulting Group
  Las Vegas, NV
• 2013-03-19 → 2014-10-30
  New England Securities
  Las Vegas, NV
  Las Vegas, NV
• 2011-10-03 → 2013-02-11
  Wells Fargo Clearing Services, Llc
  Henderson, NV

Other Businesses

1) GARY HAY, 1135 SHADY RUN TER, HENDERSON NV 89011, 10/2021, Bookkeeping Services, NIR, 25 HR/MO - 0 HR/MO Trading. 2) BUSINESS NETWORKING INTERNATIONAL - BNI, 3462 Sioux Way, Las Vegas NV 89169, United States, 10/01/2025, Committee Member, Networking, NIR, 8 HR/MO - 0 HR/MO TRADING 3) GARY HAY, 1135 SHADY RUN TERRACE, HENDERSON NV 89011, 03/2018, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 12 HR/MO - 12 HR/MO Trading. 4) CLEAR WEALTH STRATEGIES, 1135 SHADY RUN TERRACE, HENDERSON NV 89011, 11/2022, Board Member, Using DBA Name only, NIR, 0 HR/MO - 0 HR/MO Trading. 5) GARY HAY, 1135 SHADY RUN TERRACE, HENDERSON NV 89011, United States, 12/12/2022, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING 6) CLEAR INSURANCE STRATEGIES, LLC, 1135 Shady Run Ter, Henderson NV 89011, United States, 10/01/2023, President, Insurance/Benefits/Human Resources, NIR, 8 HR/MO - 0 HR/MO TRADING 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-30