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2015-10-29T00:00:00.000Z

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GARY FLATER

HQ Phone: (303) 808-8899

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GARY FLATER

7931 S. Broadway #164

Littleton, Colorado 80122

United States

Company Description

If you are retired or nearing retirement, make sure you don't fall into making the mistakes listed below. ... more

Background Information

Employment History

Xerox Corporation

Affiliations

Founder, Managing Member
The Flater Group, LLC

Founder
MCL Financial Group Inc

Founder, Managing Member
BABY BOOMER ACADEMY

Founder
NASD/FINRA

Wealth Advisor
Dominion Wealth Advisors LLC

Web References (22 Total References)


Gary Flater Twitter ...

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Gary Flater Twitter


ABOUT GARY ...

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ABOUT GARY FLATER

Gary Flater Gary Flater is a seasoned wealth advisor with more than 30 years experience in the financial services industry, whose mission has always been to bring Wall Street to Main Street. Gary has achieved this by utilizing a client-centered approach, in which he facilitates and inspires clients to make informed decisions through education, communication, and service that exceeds expectations. He asks the right questions, and more importantly, he listens, which enables him to find the most suitable and effective financial vehicles to help clients attain their goals. In addition to Gary's vast knowledge and experience, Gary offers vision and innovation.
After years of helping clients build, manage, and preserve wealth, Gary has created BabyBoomerAcademy.com, which is dedicated to helping baby boomers preserve their wealth, protect their assets, and achieve their life goals. Prior to creating BabyBoomerAcademy.com, Gary founded two NASD/FINRA registered Broker/Dealer Investment Advisory firms, where he held several securities licenses including the Series 3, 7, 24, 27, 63, and 65. During his tenure (1996-2011) with his former Broker/Dealer, the group managed nearly one billion dollars of investor funds. Although Gary and his wife, Karen, raised their three children in Colorado, Gary and Karen now divide their time between the mountains of Colorado and the beaches of southern California.
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Gary Flater Twitter


Gary Flater Twitter ...

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Gary Flater Twitter


Gary Flater About

www.garyflater.com [cached]

ABOUT GARY FLATER

Gary Flater Gary Flater is a seasoned financial coach with more than 30 years experience in the financial services industry, whose mission has always been to bring Wall Street to Main Street. Gary has achieved this by utilizing a client-centered approach, in which he facilitates and inspires clients to make informed decisions through education, communication, and service that exceeds expectations. He asks the right questions, and more importantly, he listens, which enables him to find the most suitable and effective financial vehicles to help clients attain their goals. In addition to Gary's vast knowledge and experience, Gary offers vision and innovation.
After years of helping clients build, manage, and preserve wealth, Gary has created BabyBoomerAcademy.com, which is dedicated to helping baby boomers preserve their wealth, protect their assets, and achieve their life goals. Prior to creating BabyBoomerAcademy.com, Gary founded two NASD/FINRA registered Broker/Dealer Investment Advisory firms, where he held several securities licenses including the Series 3, 7, 24, 27, 63, and 65. During his tenure (1996-2011) with his former Broker/Dealer, the group managed nearly one billion dollars of investor funds. Although Gary and his wife, Karen, raised their three children in Colorado, Gary and Karen now divide their time between the mountains of Colorado and the beaches of southern California.


Vendor Directory

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Contact: Gary Flater

Advisors: 949.483.8330
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Contact: Gary Flater
800.692.6064

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