Allen GillespieCRD Number: 2513792
Current Firm: Fintrust Capital Advisors, LLC
Allen Gillespie (CRD# 2513792) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 27 years of experience in the finance industry.
Apex Capital Management LLC
|Fintrust Capital Advisors, LLC||Greenville, SC||Jul 2021 - Current||1|
|Fintrust Capital Partners, LLC||Greenville, SC||Jan 2018 - Current||5|
|Fintrust Brokerage Services, LLC||Greenville, SC||Jul 2008 - Current||14|
|Fintrust Capital Advisors, LLC||Greenville, SC||Mar 2018 - Jul 2021||3|
|Gni Capital, Inc.||New York, NY||Dec 2001 - Jun 2019||17|
|Fintrust Investment Advisory Services, LLC||Greenville, SC||Sep 2009 - Mar 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2010|
|S65||NASAA Investment Advisors Law Examination||Jan 1996|
Total Assets Under Management1,725MILLIONS
Total Number of Accounts2,083ACCOUNTS
Average Account Value$827,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, CA, FL, GA, LA, SC, TX
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