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FP

Francis G. Post

GUIDEPOST CAPITAL MANAGEMENT GROUP
MOHNTON, PA
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CRD#: 4876871
FP

Professional summary


Francis Gaughan Post, who also goes by Fran Post, Francis Post, is a registered financial advisor currently at GUIDEPOST CAPITAL MANAGEMENT GROUP, LLC located in Mohnton, Pennsylvania.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Francis has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Fran Post | Francis Post

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) 09/12/2019 - Tompkins Wealth Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 09/2019 2) 7/27/2020 - Tompkins Trust Company - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Managing Director - Start Date: 9/19/2019 - 120 Hours Per Month/5 Hours During Securities Trading - Run Southeastern PA division.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Francis Gaughan Post'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®
None

Experience


Current

March 13, 2025 - Present

GUIDEPOST CAPITAL MANAGEMENT GROUP, LLC

RIA
CRD#: 335196
MOHNTON, PA
Past

September 13, 2019 - February 24, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
WYOMISSING, PA
Past

September 13, 2019 - February 24, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
WYOMISSING, PA
Past

April 3, 2009 - October 9, 2019

BERKSHIRE ADVISORS, INC.

RIA
CRD#: 122389
WYOMISSING, PA
Past

March 2, 2009 - September 23, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
WYOMISSING, PA
Past

August 16, 2005 - November 12, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
READING, PA
Past

December 7, 2004 - August 8, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

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
Pennsylvania
(3/13/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/2/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GC
GUIDEPOST CAPITAL MANAGEMENT GROUP, LLC
GUIDEPOST CAPITAL MANAGEMENT GROUP, LLC

CRD#: 335196 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (3/13/2025 Approved)
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Contact information


Main Address
Mohnton, PA
Mailing Address
Phone number
(610) 568-6475
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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.

Company Information


GUIDEPOST CAPITAL MANAGEMENT GROUP, LLC

CRD#: 335196Mohnton, PA

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