Advisor at Graylark Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Graylark Financial, LLC
Location
Bluffton, SC
Credentials
Series 65
Industry experience
13 years
Brian Gray is the principal of Graylark Financial, LLC in Bluffton, SC, holding a Series 65 license with 13 years of industry experience. Prior to founding Graylark Financial in 2023, he held positions at APO Financial Services and Horter Investment Management. He also owns and manages Graylark Insurance Services LLC, an affiliated insurance agency offering insurance and annuity sales. Graylark Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a research-driven, asset-allocation approach using a range of investment vehicles and offers portfolio management on discretionary and non-discretionary bases.
Based on Graylark Financial, LLC
Based on Graylark Financial, LLC
Annual portfolio management fees do not exceed 1.50%
Bluffton, SC
Colorado · South Carolina
Graylark Financial, LLC
2023 - Present (3 years)
Graylark Insurance Services LLC
2023 - Present (3 years)
APO Financial Services, LLC
2019 - 2023 (4 years)
APO Financial Inc
2014 - 2023 (9 years)
Asset Protect One
2012 - 2023 (11 years)
Horter Investment Management, LLC
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 65
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ChFC®, Series 63, Series 65
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Provisor Asset Management LLC
Series 65
Bluffton, SC
Zimmer Capital Management LLC
Series 63, Series 65
Bluffton, SC
Strategic Investment Solutions, LLC
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