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Gary Teston

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Hattiesburg, MS 39402

Credentials

Series 63, Series 66

Industry experience

24 years

About

Gary Teston is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and affiliated with Cambridge Investment Research, Inc. since 2009. Outside of his advisory work, he serves as a team captain for Kokomo Q, a non-investment-related activity. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing various account platforms and third-party sub-advisers.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

6374 Hwy 98 W, Ste C

Hattiesburg, MS 39402

Most active in

Mississippi

Work history

Cambridge Investment Research Advisors

2011 - Present (15 years)

Cambridge investment Research, Inc

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Chad E

CFA®

Hattiesburg, MS

Lee-Way Financial Services, Inc

Chad Edmonson is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Lee-Way Financial Services, Inc. in Hattiesburg, MS, where he has worked since 2015. He holds leadership roles with the MSMS Foundation and Friends of MSMS and serves on the finance committee of Westminster Presbyterian Church. Edmonson is also involved in various business and real estate investments, including restaurant and testing laboratory ventures. Lee-Way Financial Services provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes tax-aware investment selection and longer-term holdings with a focus on income and growth, often incorporating bonds, REITs, and publicly traded limited partnerships into client portfolios.

Wealth management Passive / index investing Real estate investing
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Henry M

Series 65

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Henry Mc Call is a Series 65-licensed advisor at Inman Jager Wealth Management, LLC with experience dating back to 2018. His background includes roles in campus recreation at the University of Mississippi and positions in the hospitality and retail sectors. Inman Jager Wealth Management serves individuals, families, trusts, charitable organizations, retirement plans, and small businesses with discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using a mix of equities, ETFs, bonds, and other instruments, supported by an institutional platform and a compact advisory team.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Jason J

CFP®, Series 66

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Jason Jager is a CFP® professional with nine years of industry experience, currently serving at Inman Jager Wealth Management, LLC in Hattiesburg, MS. He previously led Jager Wealth Management LLC and has held roles at PriorityOne Bank and Raymond James Financial Services. His background also includes a brief involvement with Jager Farms, LLC. Inman Jager Wealth Management advises individuals, families, trusts, charitable organizations, retirement plans, and small businesses, providing discretionary and non-discretionary wealth management alongside financial planning. The firm employs a long-term investment approach using equities, ETFs, bonds, and other instruments, incorporating margin borrowing and derivatives for rebalancing or hedging in client portfolios.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Allen R

CFP®, Series 66

Hattiesburg, MS

Vistica Wealth Advisors, LLC

Allen Regan is a CFP® with 14 years of industry experience and currently serves as an advisor at Vistica Wealth Advisors, LLC. His prior work includes roles at Peirce Capital Management, Merit Wealth Management, and Cogent Advisor LLC. Outside of his advisory work, he has been involved with Main Street United Methodist Church since 2023. Vistica Wealth Advisors provides investment management, financial planning, and advisory services to individual and high-net-worth clients, as well as participant-directed employee retirement plans. The firm emphasizes a long-term, asset-allocation approach using primarily passively managed and index-based mutual funds, including ESG-conscious options, and offers customized portfolios with ongoing reviews.

ESG / Sustainable investing Passive / index investing Private / alternative investments Real estate investing College savings (529s, UTMA, etc.)
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Bradley B

CFP®, Series 63, Series 65

Hattiesburg, MS

ICOM Advisors, LLC

Bradley Bondurant is a CFP® with 12 years of industry experience, currently serving at ICOM Advisors, LLC since 2013. He has also worked at Hancock Investment Services and Hancock Bank for over two decades. Outside of financial advising, he is president and partner of White Glove, Inc., a janitorial service company. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, and private equity where appropriate.

Private / alternative investments
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Christopher I

CFP®, Series 66

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Christopher Inman is a CFP® professional with 25 years of experience in financial advising. He currently serves at Inman Jager Wealth Management, LLC, which he joined in 2024 after ten years at Wells Fargo Advisors Financial Network. Inman is an investment committee member of the University of Southern Mississippi Foundation. Inman Jager Wealth Management advises individuals, families, trusts, and charitable organizations with a focus on customized wealth management and financial planning. The firm employs a long-term investment strategy using equities, ETFs, and bonds, while retaining flexibility to incorporate other asset types and employs margin borrowing and derivatives for rebalancing and hedging purposes.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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