Centerpoint Financial, Inc.

Centerpoint Financial, Inc. (CRD# 171610) is a financial advisory firm headquartered in , . They manage $35,600,000 in 250 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $142,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, PA, VT

Financial Advisors at Centerpoint Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joyce S. Cole
CRD#: 2007971
Gansevoort, NY
96
Wealthminder
score

Joyce Cole (CRD# 2007971) is an Investment Advisor Representative working at Centerpoint Financial, Inc. in Gansevoort, NY and has over 26 years of experience in the finance industry. Joyce Cole 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.

2
Priscilla N. Gilbert
CRD#: 4185541
Montpelier, VT
96
Wealthminder
score

Priscilla Gilbert (CRD# 4185541) is an Investment Advisor Representative working at Centerpoint Financial, Inc. in Montpelier, VT and has over 16 years of experience in the finance industry. Priscilla Gilbert 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.

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