Gemini Estate Plan LLC

Gemini Estate Plan LLC (CRD# 148362) is a financial advisory firm headquartered in Conroe, TX. They manage $2,688,093 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $107,524
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

TX

Financial Advisors at Gemini Estate Plan LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joel P. Gooch
CRD#: 1259399
3205 W. Davis St, #a-110, Conroe, TX 77304
73
Wealthminder
score

Joel Gooch (CRD# 1259399) is an Investment Advisor Representative working at Gemini Estate Plan LLC in Conroe, TX and has over 17 years of experience in the finance industry.

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