Kermit G. Gable

FIDELIS FS

Fort Worth, TX

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CRD#: 2202745

Professional summary

Kermit Gordon Gable JR, CFP® is a registered financial advisor currently at FIDELIS FS, LLC located in Fort Worth, Texas.

Kermit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Kermit has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)UNITED STATES ARMY RESERVE, 348TH FEST-A 13960 N FWY, HOUSTON, TX, 8/2009 AS COMMANDER. NIR - 60 HR/MO - 2/TRADING. 2)FIDELIS FINANCIAL SERVICES 4705 BRECKINRIDGE CT, SUITE 100 RICHARDSON, TX. 02/16/2012, FINANCIAL PLANNER/OWNER, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.INVESTMENT RELATED, 10/WEEKLY, 8/TRADE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kermit Gordon Gable JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

April 10, 2017 - Present

FIDELIS FS, LLC

RIA

CRD#: 286305

Fort Worth, TX

Past

February 16, 2012 - December 1, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

ARLINGTON, TX

Past

February 16, 2012 - December 1, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Arlington, TX

Past

August 17, 2009 - December 31, 2011

BROKERSXPRESS LLC

RIA

CRD#: 127081

RICHARDSON, TX

Past

August 17, 2009 - December 31, 2011

BROKERSXPRESS LLC

CRD#: 127081

RICHARDSON, TX

Past

February 8, 2006 - August 17, 2009

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

DALLAS, TX

Past

February 8, 2006 - August 17, 2009

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

DALLAS, TX

Past

October 22, 1996 - February 10, 2006

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

DALLAS, TX

Past

January 15, 1992 - February 10, 2006

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 15, 1992 - February 10, 2006

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/10/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/21/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/4/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/13/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIDELIS FS, LLC

CRD#: 286305 / SEC#:

Texas

Registered Investment Advisory firm - (4/10/2017 Approved)

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Contact information

Main Address

Fort Worth, TX

Mailing Address

Phone number

(972) 567-8698

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 2,812,746

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kermit G. Gable

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kermit Gordon Gable JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

BROKERSXPRESS LLC

BROKERSXPRESS LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/21/1996

SIE

Date: 12/1/2016

Series 7

Date: 5/4/1999

Series 6

Date: 1/13/1992

Current Firm

FIDELIS FS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDELIS FS, LLC

TRUST BUT VERIFY

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