Unclaimed Profile

Gary Marlin Arford

COMPREHENSIVE WEALTH MANAGEMENT, LLC·LYNNWOOD, Washington

Series 6, Series 7, Series 24, Series 63, Series 65CFP25 years registeredCOMPREHENSIVE WEALTH MANAGEMENT, LLC

4100 194TH ST SW, LYNNWOOD, WA 98036-4613CRD# 2440941Firm CRD# 116958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Marlin Arford · LYNNWOOD, WA

Registration

CRD #2440941 · COMPREHENSIVE WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMPREHENSIVE WEALTH MANAGEMENT, LLC

GENEOS WEALTH MANAGEMENT, INC.

Jan 2006 – Jun 2006

LYNNWOOD, WA

GENEOS WEALTH MANAGEMENT, INC.

Aug 2003 – Dec 2005

LYNNWOOD, WA

COMPREHENSIVE WEALTH MANAGEMENT

Jul 2001 – May 2014

LYNNWOOD, WA

COMMONWEALTH FINANCIAL NETWORK

Oct 2000 – Jul 2003

LYNNWOOD, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 26, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COMPREHENSIVE WEALTH MANAGEMENT, LLC

CRD 116958 · SEC 801-69045

AUM

$299M

Regulatory assets under management

Employees

1,633 client accounts

Services offered by COMPREHENSIVE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COMPREHENSIVE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Marlin Arford offer?

Gary Marlin Arford specializes in Financial Planning, Investment Management.

What are Gary Marlin Arford's credentials?

Gary Marlin Arford holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gary Marlin Arford located?

Gary Marlin Arford is based in LYNNWOOD, Washington, last registered with COMPREHENSIVE WEALTH MANAGEMENT, LLC.

How does Gary Marlin Arford charge for services?

Gary Marlin Arford's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPREHENSIVE WEALTH MANAGEMENT, LLC?

COMPREHENSIVE WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $299M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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