Mccurdy, Gillion & Associates, Lllp

Mccurdy, Gillion & Associates, Lllp (CRD# 141858) is a financial advisory firm headquartered in Orlando, FL. They manage $20,856,112 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $3,476,019
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Mccurdy, Gillion & Associates, Lllp
Showing 1 - 1 of 1 top financial advisors.
1
John P. Gillion
CRD#: 5225690
189 South Orange Avenue, Suite 870, Orlando, FL 32801
93
Wealthminder
score

John Gillion (CRD# 5225690) is an Investment Advisor Representative working at Mccurdy, Gillion & Associates, Lllp in Orlando, FL and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.