Filipe De Barros GusmaoCRD Number: 6261215
Current Firm: Concourse Financial Group Advisors
Filipe De Barros Gusmao (CRD# 6261215) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Jacksonville, FL and has over 4 years of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Concourse Financial Group Securities Inc.||Jacksonville, FL||Aug 2021 - Current||< 1|
|(dba) Gold Tree Financial Inc.||Jacksonville, FL||Aug 2021 - Current||< 1|
|Raymond James & Associates, Inc.||Jacksonville, FL||Jul 2019 - Aug 2021||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Sep 2017 - Jul 2019||1|
|Medcom||Jacksonville, FL||Jul 2017 - Sep 2017||< 1|
|Unemployed||Jacksonville, FL||Mar 2017 - Jul 2017||< 1|
|Deutsche Bank Securities Inc.||Jacksonville, FL||Jan 2012 - Mar 2017||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2018|
Total Assets Under Management4,395MILLIONS
Total Number of Accounts22,138ACCOUNTS
Average Account Value$198,549
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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