Stephen GentileCRD Number: 3022136
Current Firm: Next Financial Group, Inc.
Stephen Gentile (CRD# 3022136) is an Investment Advisor Representative working at Next Financial Group, Inc. in West Bridgewater, MA and has over 19 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
|Next Financial Group||Dedham, MA||Aug 2009 - Current||7|
|Royal Alliance Associates, Inc.||Wakefield, MA||Feb 2002 - Aug 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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