Gfs Private Wealth

Gfs Private Wealth (CRD# 164467) is a financial advisory firm headquartered in Clearwater, FL. They manage $292,997,508 in 653 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $448,695
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
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.

AZ, CA, FL, GA, NC, NE, NJ, NY, TX, UT, VA

Financial Advisors at Gfs Private Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Ashley J. Vice
CRD#: 5024371
2475 Enterprise Road, Clearwater, FL 33763
96
Wealthminder
score

Ashley Vice (CRD# 5024371) is an Investment Advisor Representative working at Gfs Private Wealth in Clearwater, FL and has over 11 years of experience in the finance industry.

2
Greg A. Willsey
CRD#: 1789607
2475 Enterprise Road, Clearwater, FL 33763
96
Wealthminder
score

Greg Willsey (CRD# 1789607) is an Investment Advisor Representative working at Gfs Private Wealth in Clearwater, FL and has over 29 years of experience in the finance industry. Greg Willsey 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
Sandra L. Nesbit
CRD#: 2605392
2475 Enterprise Road, Clearwater, FL 33763
93
Wealthminder
score

Sandra Nesbit (CRD# 2605392) is an Investment Advisor Representative working at Gfs Private Wealth in Clearwater, FL and has over 16 years of experience in the finance industry.

4
Eric R. Tolle
CRD#: 4191310
2475 Enterprise Road, Clearwater, FL 33763
93
Wealthminder
score

Eric Tolle (CRD# 4191310) is an Investment Advisor Representative working at Gfs Private Wealth in Clearwater, FL and has over 17 years of experience in the finance industry.

5
Burton S. Wiand
CRD#: 4972634
2475 Enterprise Road, Clearwater, FL 33763
93
Wealthminder
score

Burton Wiand (CRD# 4972634) is an Investment Advisor Representative working at Gfs Private Wealth in Clearwater, FL and has over 7 years of experience in the finance industry.

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