John GillespieCRD Number: 1231758
Current Firm: Access Financial Group, Inc.
John Gillespie (CRD# 1231758) is an Investment Advisor Representative working at Access Financial Group, Inc. in Bethany, OK and has over 33 years of experience in the finance industry.
Mark I Asset Management, Ltd
Heritage Institutional Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2009 - Current||8|
|Estate Planning Designs, LLC||Bethany, OK||Dec 2000 - Current||16|
|Route 66 Trust||Bethany, OK||Nov 1996 - Current||20|
|Info Access, Inc.||Oklahoma City, OK||Oct 1993 - Current||24|
|Access Charitable Consultants||Bethany, OK||Oct 1993 - Current||24|
|Access Financial Group, Inc.||Oklahoma City, OK||Oct 1993 - Current||24|
|Access Capital Management, LLC||Bethany, OK||Nov 2009 - Jun 2015||5|
|Access Equity Group, LLC||Bethany, OK||Aug 2005 - May 2015||9|
|Sagepoint Financial, Inc.||Bethany, OK||Jan 2009 - Jul 2009||< 1|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management71MILLIONS
Total Number of Accounts579ACCOUNTS
Average Account Value$122,798
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA, KS, OK, TX
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