Gregory Will, financial advisor Frederick MD

Gregory Will

CRD Number: 7065990
Current Firm: Bestgate Wealth Advisors, LLC

Gregory Will (CRD# 7065990) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has 1 year of experience in the finance industry. Gregory Will 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.

Similar Advisors
Basil Herzstein, financial advisor Frederick MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Frederick MD

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Erik Rinehold, financial advisor Frederick MD
Erik R. Rinehold
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Bestgate Wealth Advisors, LLC Frederick, MD Apr 2019 - Current 3
Bestgate Tax & Accounting Advisors, LLC Frederick, MD Dec 2018 - Current 4
Park Avenue Securities, LLC Bethesda, MD Mar 2019 - Apr 2019 < 1
Hertzbach & Company, Pa Owings Mills, MD Sep 2012 - Dec 2018 6

Gregory Will has no recent exams reported.
Contact Info for Gregory S. Will
Phone Number: 301-662-7220
Registered State(s):
  • MD
  • VA
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.