Anthony Gates, financial advisor Danvers MA

Anthony Gates

CRD Number: 5086607
Current Firm: Fg&g Financial Services, LLC

Anthony Gates (CRD# 5086607) is an Investment Advisor Representative working at Fg&g Financial Services, LLC in Danvers, MA and has 1 year of experience in the finance industry. Anthony Gates 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
Farrar Gates & Green LLC Danvers, MA Dec 2008 - Current 13
Fg & G Financial Services, LLC Danvers, MA Dec 2008 - Current 13

Anthony Gates has no recent exams reported.
Contact Info for Anthony E. Gates
Phone Number: 978-605-5030
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $475,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA

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