Centerpoint Financial, Inc.

Centerpoint Financial, Inc. (CRD# 171610) is a financial advisory firm headquartered in , . They manage $88,188,155 in 364 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/priscilla-gilbert-cfp-b2a62528/
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $242,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, PA, VT

Financial Advisors at Centerpoint Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Priscilla Gilbert, financial advisor Montpelier VT
Priscilla N. Gilbert
CRD#: 4185541
Montpelier, VT

Priscilla Gilbert (CRD# 4185541) is an Investment Advisor Representative working at Centerpoint Financial, Inc. in Montpelier, VT and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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