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.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bestgate Wealth Advisors, LLC | Frederick, MD | Apr 2019 - Current | 5 |
| Bestgate Tax & Accounting Advisors, LLC | Frederick, MD | Dec 2018 - Current | 5 |
| Park Avenue Securities, LLC | Bethesda, MD | Mar 2019 - Apr 2019 | < 1 |
| Hertzbach & Company, Pa | Owings Mills, MD | Sep 2012 - Dec 2018 | 6 |
- MD
- VA
-
Total Assets Under Management94MILLIONS
-
Total Number of Accounts315ACCOUNTS
-
Average Account Value$299,969
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MD, VA
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