Be advised. This firm is no longer registered.

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).

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 - 1 of 1 top financial advisors.
1
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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