Brian Gilpatrick, financial advisor Portland ME
93 score

Brian Gilpatrick

CRD Number: 1093576
Current Firm: Prudential Financial Planning Services

Brian Gilpatrick (CRD# 1093576) is an Investment Advisor Representative working at Prudential Financial Planning Services in Portland, ME and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities,llc Portland, ME Mar 1976 - Current 40
The Prudential Insurance Company Of America Portland, ME Dec 1975 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Brian S. Gilpatrick
Phone Number: 800-235-7637
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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