Gavin Gillison, financial advisor Birmingham AL
93 score

Gavin Gillison

CRD Number: 6141839
Current Firm: Warren Averett Asset Management, LLC

Gavin Gillison (CRD# 6141839) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Birmingham, AL and has over 5 years of experience in the finance industry. Gavin Gillison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Warren Averett Asset Management, LLC Birmingham, AL Nov 2012 - Current 5
University Of Alabama At Birmingham Birmingham, AL Jan 2011 - Dec 2012 1
Sterne Agee & Leach Birmingham, AL Dec 2011 - Nov 2012 < 1
Gilreath Landscaping Pell City, AL Sep 2009 - Dec 2011 2
Gilreath Printing Pell City, AL Sep 2009 - Dec 2011 2
Pell City Parks & Recreation Pell City, AL Feb 2009 - Feb 2011 2
Jefferson State Community College Birmingham, AL Jan 2009 - Dec 2010 1
Alabama Welding Supply Pell City, AL Oct 2008 - Sep 2009 < 1
Home Depot Tuscaloosa, AL Aug 2008 - Oct 2008 < 1
Alabama Welding Supply Pell City, AL Jul 2007 - Jul 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Gavin P. Gillison
Phone Number: 205-979-4100
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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