Paul Gillespie, financial advisor Kansas City MO

Paul Gillespie

CRD Number: 4752094
Current Firm: Nuance Investments, LLC

Paul Gillespie (CRD# 4752094) is an Investment Advisor Representative working at Nuance Investments, LLC in Kansas City, MO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Nuance Investments, LLC Kansas City, MO Jun 2014 - Current 9
Wunderlich Securities, Inc. Memphis, TN Oct 2009 - Apr 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Paul T. Gillespie
Phone Number: 816-743-7080
Registered State(s):
  • MO
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    5,576
    MILLIONS
  • Total Number of Accounts
    781
    ACCOUNTS
  • Average Account Value
    $7,139,231
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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