Allen Gillespie, financial advisor Greenville SC

Allen Gillespie

CRD 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 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fintrust Capital Advisors, LLC Greenville, SC Jul 2021 - Current 2
Fintrust Capital Partners, LLC Greenville, SC Jan 2018 - Current 6
Fintrust Brokerage Services, LLC Greenville, SC Jul 2008 - Current 15
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
Contact Info for Allen R. Gillespie
Phone Number: 864-288-2849
Registered State(s):
  • LA
  • SC
  • TX
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
  • 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
Types of Clients
Registered States


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