Archer Gillespie (CRD# 5046142) is an Investment Advisor Representative working at Gillespie Wealth Management Inc. in Naples, FL and has over 18 years of experience in the finance industry.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 2271656
Ubs Financial Services Inc.
CRD# 1135890
First Heartland Consultants, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gillespie Wealth Management | Naples, FL | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- FL
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$365,909
- 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
- Selection of other advisers (including private fund managers)
FL
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