Harold Gay
Advisor at QM Advisors 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.
Advisor at QM Advisors 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.
Location
Peachtree City, GA
Credentials
Series 66
Industry experience
10 years
Harold Gay is a financial advisor with QM Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing Services and Edward Jones before joining QM Advisors in 2020. Outside of his advisory role, he serves on the Board of Trustees and Annual Support Committee of the Whitfield Healthcare Foundation and is involved with the Dalton Organization of Churches-United for People. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and acts as adviser to a private hedge fund, employing a variety of analytic methods and investment strategies.
Based on QM Advisors LLC
$1,000 to $10,000 fixed fee for financial planning services
$350 to $850 per hour for financial planning services
Peachtree City, GA
Georgia
QM Advisors
2020 - Present (6 years)
Wells Fargo Clearing
2018 - 2020 (2 years)
Edward Jones
2015 - 2018 (3 years)
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