Gfo Advisory Services, LLC

Gfo Advisory Services, LLC (CRD# 109278) is a financial advisory firm headquartered in Jupiter, FL. They manage $263,922,131 in 163 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $1,619,154
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Gfo Advisory Services, LLC
Showing 1 - 10 of 50 top financial advisors.
1
Howard M. Fleming
CRD#: 1705075
4401 Northlake Parkway, Suite 120, Atlanta, GA 30327
96
Wealthminder
score

Howard Fleming (CRD# 1705075) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Atlanta, GA and has over 22 years of experience in the finance industry. Howard Fleming 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
Marcus D. Theriault
CRD#: 3131309
4401 Northside Parkway Nw, Ste 120, Atlanta, GA 30327
96
Wealthminder
score

Marcus Theriault (CRD# 3131309) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Atlanta, GA and has over 19 years of experience in the finance industry. Marcus Theriault 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.

3
Nathan C. Willis
CRD#: 2612164
4064 Colony Rd., Ste 195, Charlotte, NC 28211
96
Wealthminder
score

Nathan Willis (CRD# 2612164) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

4
John D. Allen
CRD#: 5987370
4401 Northside Parkeway, Suite 120, Atlanta, GA 30327
93
Wealthminder
score

John Allen (CRD# 5987370) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

5
Stephen A. Brasier
CRD#: 2337803
4445 Willard Avenue, Suite 1010, Chevy Chase, MD 20815
93
Wealthminder
score

Stephen Brasier (CRD# 2337803) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Chevy Chase, MD and has over 25 years of experience in the finance industry.

6
Kristina B. Bryn
CRD#: 5645319
777 Brickell Ave, Ste 210, Miami, FL 33131
93
Wealthminder
score

Kristina Bryn (CRD# 5645319) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Miami, FL and has over 8 years of experience in the finance industry.

7
Susan M. Cahill
CRD#: 5593364
777 Brickell Ave, Ste 210, Miami, FL 33131
93
Wealthminder
score

Susan Cahill (CRD# 5593364) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Miami, FL and has over 8 years of experience in the finance industry.

8
Justin M. Callaway
CRD#: 5416335
150 South Us Highway 1, Jupiter, FL 33477
93
Wealthminder
score

Justin Callaway (CRD# 5416335) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Jupiter, FL and has over 10 years of experience in the finance industry.

9
Victoria S. Carlisle
CRD#: 1720032
150 South Us Highway 1, Jupiter, FL 33477
93
Wealthminder
score

Victoria Carlisle (CRD# 1720032) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Jupiter, FL and has over 18 years of experience in the finance industry.

10
Keith Cho
CRD#: 5919369
13-15 West 54th Street, 3rd Floor, New York, NY 10019
93
Wealthminder
score

Keith Cho (CRD# 5919369) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in New York, NY and has over 6 years of experience in the finance industry.

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