Gilberta Dorsey, financial advisor Quincy IL
83 score

Gilberta Dorsey

CRD Number: 1968973
Current Firm: First Allied Advisory Services, Inc.

Gilberta Dorsey (CRD# 1968973) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Quincy, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Securities, Inc. Quincy, IL Sep 2010 - Current 6
First Allied Advisory Services, Inc. Chesterfield, MO Sep 2010 - Current 6
Investors Capital Corporation Lynnfield, MA Jun 2008 - Aug 2010 2
Unemployed Quincy, IL Dec 2007 - Jun 2008 < 1
Allstate Distributors, LLC Northbrook, IL May 2007 - Dec 2007 < 1
Allstate Life Insurance Company Northbrook, IL May 2007 - Dec 2007 < 1
Unemployed Quincy, IL Sep 2006 - Apr 2007 < 1
Stifel, Nicolaus & Company, Inc. Quincy, IL Apr 2001 - Aug 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination Jul 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gilberta A. Dorsey
Phone Number: 866-378-1376
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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