Greg Willsey, financial advisor Clearwater FL
96 score

Greg Willsey

CRD 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 28 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.

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Professional Designations
Company Name Location Dates Years
Rbc Capital Markets, LLC Tampa, FL Mar 2008 - Current 8
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
Contact Info for Greg A. Willsey
Phone Number: 727-614-4333
Registered State(s):
  • CA
  • FL
  • TX
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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