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 34 years of experience in the finance industry.
Lpl Financial LLC
Mark I Asset Management, Ltd
Argent Institutional Services, LLC
|Access Financial Group, Inc.||Bethany, OK||Oct 2017 - Current||< 1|
|Estate Planning Designs, LLC||Bethany, OK||Oct 2017 - Current||< 1|
|Info Access, Inc.||Bethany, OK||Oct 2017 - Current||< 1|
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2009 - Current||8|
|Route 66 Trust||Bethany, OK||Nov 1996 - Current||21|
|Access Charitable Consultants||Bethany, OK||Oct 1993 - Current||24|
|Estate Planning Designs, LLC||Bethany, OK||Dec 2000 - Oct 2017||16|
|Info Access, Inc.||Oklahoma City, OK||Oct 1993 - Oct 2017||24|
|Access Financial Group, Inc.||Oklahoma City, OK||Oct 1993 - Oct 2017||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 Management83MILLIONS
Total Number of Accounts894ACCOUNTS
Average Account Value$92,419
- 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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