Carl Gill, financial advisor Troy MI

Carl Gill

CRD Number: 1076361
Current Firm: Asset Preservation Capital, Ltd

Carl Gill (CRD# 1076361) is an Investment Advisor Representative working at Asset Preservation Capital, Ltd in Troy, MI and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Preservation Capital, Ltd Troy, MI Sep 2019 - Current 4
Asset Preservation Capital, LLC Troy, MI Jun 2013 - Current 10
G.d. Tax And Associates Troy, MI Feb 2012 - Current 12
Healthview Asset Management, Inc. Troy, MI Jan 2018 - Aug 2019 1
Elevated Performance Investment Group, LLC Troy, MI Mar 2015 - Feb 2017 1
United Planners' Financial Services Scottsdale, AZ Nov 2011 - Dec 2015 4
Spectrum Financial Resources Troy, MI Oct 2011 - Dec 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S65 NASAA Investment Advisors Law Examination Dec 2010
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Carl D. Gill
Phone Number: 248-649-4759
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $146,869
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI

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