Gregory Francoeur, financial advisor Shelton CT

Gregory Francoeur

CRD Number: 4726525
Current Firm: Fci Advisors

Gregory Francoeur (CRD# 4726525) is an Investment Advisor Representative working at Fci Advisors in Shelton, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fci Advisors Shelton, CT Jun 2018 - Current 5
Robert Half International Stamford, CT Sep 2017 - Jun 2018 < 1
North Star Partners Westport, CT Jul 2012 - Aug 2017 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Gregory J. Francoeur
Phone Number: 1-800-615-2536
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    15,084
    MILLIONS
  • Total Number of Accounts
    14,421
    ACCOUNTS
  • Average Account Value
    $1,045,962
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, WY

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