AeroLeads people directory · profile
Gary L. Deese, Cltc Email & Phone Number
Financial Consultant serving families, corporate managers & business owners.
at
Crescent Financial Group
1 work email found
@edwardjones.com
17 phones found area 704, 803, 678, 404, 504, 770, and 225
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant serving families, corporate managers & business owners.
Location
Columbia, South Carolina Metropolitan Area, United States
Company size
Who is Gary L. Deese, Cltc? Overview
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Quick answer
Gary L. Deese, Cltc is listed as Financial Consultant serving families, corporate managers & business owners. at Crescent Financial Group, a with 8 employees, based in Columbia, South Carolina Metropolitan Area, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 704, 803, 678, 404, 504, 770, 225, and a matched LinkedIn profile for Gary L. Deese, Cltc.
Gary L. Deese, Cltc previously worked as Managing Director at Crescent Financial Group and Financial Advisor at Edward Jones. Gary L. Deese, Cltc holds Bsba, Marketing from Western Carolina University.
Company email context
Email format at Crescent Financial Group
This section adds company-level context without repeating Gary L. Deese, Cltc's masked contact details.
*@edwardjones.com
68% confidence
AeroLeads found 1 current-domain work email signal for Gary L. Deese, Cltc. Compare company email patterns before reaching out.
Profile bio
About Gary L. Deese, Cltc
Securities are offered through LPL Financial, Member FINRA/SIPC. Crescent Financial Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representative associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.
Listed skills include Investments, Wealth Management, Securities, Strategic Financial Planning, and 11 others.
Current workplace
Gary L. Deese, Cltc's current company
Company context helps verify the profile and gives searchers a useful next step.
Crescent Financial Group
5 roles · 42 years
Gary L. Deese, Cltc work experience
A career timeline built from the work history available for this profile.
Managing Director
Current
Crescent Financial Group
I hold my series 6, 7 and 63 registrations through LPL Financial and my 65 registration through Independent Advisor Alliance. I am also certified in Long-Term Care. SPECIALTIES:*Investment Management*401 K rollovers*Retirement Income Strategies*Long-term care options*Business Succession Strategies*Estate Planning*Small business retirement plansAll investment advice is offered through independent Advisor Alliance, LLC, a registered advisor.
Nov 2011 - Present
Financial Advisor
Jan 2003 - Nov 2011
Division Manager
Usflow
Jan 2000 - Jan 2003
Sales Manager
1985 - 2000
~15 yrs
1 education record
Gary L. Deese, Cltc education
-
Western Carolina University
FAQ
Frequently asked questions about Gary L. Deese, Cltc
Quick answers generated from the profile data available on this page.
What company does Gary L. Deese, Cltc work for?
Gary L. Deese, Cltc works for Crescent Financial Group.
What is Gary L. Deese, Cltc's role at Crescent Financial Group?
Gary L. Deese, Cltc is listed as Financial Consultant serving families, corporate managers & business owners. at Crescent Financial Group.
What is Gary L. Deese, Cltc's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Gary L. Deese, Cltc at Crescent Financial Group.
What is Gary L. Deese, Cltc's phone number?
AeroLeads has found 17 phone signal(s) with area code 704, 803, 678, 404, 504, 770, 225 for Gary L. Deese, Cltc at Crescent Financial Group.
Where is Gary L. Deese, Cltc based?
Gary L. Deese, Cltc is based in Columbia, South Carolina Metropolitan Area, United States while working with Crescent Financial Group.
What companies has Gary L. Deese, Cltc worked for?
Gary L. Deese, Cltc has worked for Crescent Financial Group, Edward Jones, Usflow, and Ferguson Enterprises Inc.
How can I contact Gary L. Deese, Cltc?
You can use AeroLeads to view verified contact signals for Gary L. Deese, Cltc at Crescent Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Gary L. Deese, Cltc attend?
Gary L. Deese, Cltc holds Bsba, Marketing from Western Carolina University.
What skills is Gary L. Deese, Cltc known for?
Gary L. Deese, Cltc is listed with skills including Investments, Wealth Management, Securities, Strategic Financial Planning, Insurance, Estate Planning, Customer Service, and Marketing.
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