John M. Gillespie
Professional summary
John Michael Gillespie, CFP®, who also goes by John Gillespie, is a registered financial advisor currently at WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC located in Austin, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. John has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Gillespie's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
September 15, 2005 - Present
WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC
March 26, 2001 - October 12, 2005
AVANTAX ADVISORY SERVICES
April 30, 1999 - September 12, 2005
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2005)
Exams
Current Firm
WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC
CRD#: 129588 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,457,275 |
Red Flags
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