Gary Raye Kurtz

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2003 → 02/2021
  Bb&T Investment Services, Inc.
  Columbia, SC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Mc Cormick, SC
• 02/2021 → 10/2022
  Truist Investment Services, Inc.
  West Columbia, SC
• 02/2021 → 10/2022
  Truist Advisory Services, Inc.
  West Columbia, SC
• 10/2022 → Present
  D.A. Davidson & Co.
  Lexington, SC

Previous Registrations

• 2021-02-17 → 2022-10-19
  Truist Advisory Services, Inc.
  Atlanta, GA
  Columbia, SC
  Swansea, SC
  West Columbia, SC
  Mc Cormick, SC
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  West Columbia, SC
  Wilmington, NC
  Mc Cormick, SC
  Swansea, SC
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
• 2005-03-28 → 2018-01-02
  Bb&T Investment Services, Inc.
  Mccormick, SC
  Mccormick, SC
  Mc Cormick, SC
  West Columbia, SC
  West Columbia, SC
  West Columbia, SC
  Charlotte, NC
  Swansea, SC
  Charlotte, NC
  Mc Cormick, SC
  Wilmington, NC
  West Columbia, SC
  West Columbia, SC
  Orangeburg, SC
  West Columbia, SC
  Orangeburg, SC
  Mc Cormick, SC
  West Columbia, SC
  West Columbia, SC
  Mc Cormick, SC

Exams

• S66 Uniform Combined State Law Examination
  2005-03-24
• S63 Uniform Securities Agent State Law Examination
  1995-08-02