Whitehall Financial Services, Inc.

Whitehall Financial Services, Inc. (CRD# 141486) is a financial advisory firm headquartered in Cincinnati, OH. They manage $5,656,577 in 120 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4015 Executive Park Dr., Ste. 150, Cincinnati, OH 45241
http://www.whitehallfinancialservices.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $47,138
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
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.

IN, KY, OH, TX

Financial Advisors at Whitehall Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stuart Brazie, financial advisor Cincinnati OH
Stuart C. Brazie
CRD#: 2214285
4015 Executive Park Dr., Ste. 150, Cincinnati, OH 45241
96
Wealthminder
score

Stuart Brazie (CRD# 2214285) is an Investment Advisor Representative working at Whitehall Financial Services, Inc. in Cincinnati, OH and has over 23 years of experience in the finance industry. Stuart Brazie 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
John Gagnet, financial advisor Cincinnati OH
John F. Gagnet
CRD#: 1653717
4015 Executive Park Dr., Ste. 150, Cincinnati, OH 45241
68
Wealthminder
score

John Gagnet (CRD# 1653717) is an Investment Advisor Representative working at Whitehall Financial Services, Inc. in Cincinnati, OH and has over 30 years of experience in the finance industry.

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