Greg WillseyCRD Number: 1789607
Current Firm: Gfs Private Wealth
Greg Willsey (CRD# 1789607) is an Investment Advisor Representative working at Gfs Private Wealth in Clearwater, FL and has over 30 years of experience in the finance industry. Greg Willsey 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Gfs Private Wealth LLC||Clearwater, FL||Sep 2012 - Current||5|
|Rbc Capital Markets, LLC||Tampa, FL||Mar 2008 - Sep 2012||4|
|Rbc Dain Rauscher||St. Petersburg, FL||Feb 2006 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1988|
|S65||NASAA Investment Advisors Law Examination||Sep 1994|
Total Assets Under Management314MILLIONS
Total Number of Accounts682ACCOUNTS
Average Account Value$459,942
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, NC, NH, NJ, NY, TX, UT, VA