Priscilla N. Gilbert
Professional summary
Priscilla N. Gilbert, CFP®, who also goes by Priscilla N. Cole, Priscilla N Gilbert, is a registered financial advisor currently at CENTERPOINT FINANCIAL, INC. located in Montpelier, Vermont.
Priscilla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Priscilla has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Priscilla N. Gilbert's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
July 23, 2014 - Present
CENTERPOINT FINANCIAL, INC.
November 5, 2010 - December 23, 2014
J. COLE FINANCIAL ADVISERS, INC.
June 26, 2000 - October 4, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/7/2023)
(8/1/2014)
(7/23/2014)
Exams
Current Firm
CENTERPOINT FINANCIAL, INC.
CRD#: 171610 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 366 |
| AUM (Assets Under Management) | $ 95,830,000 |
Red Flags
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