John Gay, financial advisor Frisco TX

John Gay

CRD Number: 2778797
Current Firm: Frisco Financial Planning

John Gay (CRD# 2778797) is an Investment Advisor Representative working at Frisco Financial Planning in Frisco, TX and has over 27 years of experience in the finance industry. John Gay 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
Frisco Financial Planning Frisco, TX Oct 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
Contact Info for John C. Gay
Phone Number: 469-248-6237
Registered State(s):
  • TX
Current Firm Details
Frisco Financial Planning
Firm's CRD Number: 132585
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $541,007
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

TX

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