Fg&g Financial Services, LLC

Fg&g Financial Services, LLC (CRD# 149180) is a financial advisory firm headquartered in Danvers, MA. They manage $8,628,194 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $319,563
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at Fg&g Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen J. Farrar
CRD#: 4861314
153 Andover Street, Unit 108a, Danvers, MA 01923
90
Wealthminder
score

Stephen Farrar (CRD# 4861314) is an Investment Advisor Representative working at Fg&g Financial Services, LLC in Danvers, MA and has 1 year of experience in the finance industry. Stephen Farrar 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
Anthony E. Gates
CRD#: 5086607
153 Andover Street, Unit 108a, Danvers, MA 01923
90
Wealthminder
score

Anthony Gates (CRD# 5086607) is an Investment Advisor Representative working at Fg&g Financial Services, LLC in Danvers, MA and has 1 year of experience in the finance industry. Anthony Gates 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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