Gregory GildnerCRD Number: 1025554
Current Firm: Valic Financial Advisors, Inc.
Gregory Gildner (CRD# 1025554) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Venice, FL and has over 30 years of experience in the finance industry. Gregory Gildner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Valic Financial Advisors||Venice, FL||Nov 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1987|
|S65||NASAA Investment Advisors Law Examination||Apr 1995|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV