Fleishel Financial Associates, Inc.

Fleishel Financial Associates, Inc. (CRD# 117768) is a financial advisory firm headquartered in Deland, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
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.

FL

Financial Advisors at Fleishel Financial Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James S. Gunter
CRD#: 6011904
812 North Woodland Blvd., Deland, FL 32720
93
Wealthminder
score

James Gunter (CRD# 6011904) is an Investment Advisor Representative working at Fleishel Financial Associates, Inc. in Deland, FL and has over 3 years of experience in the finance industry. James Gunter 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
Thomas B. Fleishel
CRD#: 1912409
Fleishel Financial Assoc., Inc., 812 N. Woodland Blvd, Deland, FL 32720
86
Wealthminder
score

Thomas Fleishel (CRD# 1912409) is an Investment Advisor Representative working at Fleishel Financial Associates, Inc. in Deland, FL and has over 25 years of experience in the finance industry. Thomas Fleishel 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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