Priscilla Gilbert (CRD# 4185541) is an Investment Advisor Representative working at Centerpoint Financial, Inc. in Montpelier, VT and has over 23 years of experience in the finance industry. Priscilla Gilbert 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.
CRD# 6147027
Esi Financial Advisors
CRD# 5824377
Edward Jones
CRD# 5624939
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centerpoint Financial, Inc. | Montpelier, VT | May 2014 - Current | 9 |
| J. Cole Financial Advisers, Inc. | Gansevoort, NY | Nov 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
- NY
- PA
- VT
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$242,275
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY, PA, VT
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