Anthony E. Gates

FG&G FINANCIAL SERVICES

Danvers, MA 01923

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CRD#: 5086607

Professional summary

Anthony Evan Gates, CFP® is a registered financial advisor currently at FG&G FINANCIAL SERVICES, LLC located in Danvers, Massachusetts.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Anthony has worked at 2 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Evan Gates'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: 2005

Experience

Current

January 13, 2009 - Present

FG&G FINANCIAL SERVICES, LLC

Office #1: 153 Andover Street Unit 108a, Danvers, MA 01923

RIA

CRD#: 149180

Danvers, MA

Past

January 17, 2006 - December 31, 2009

LIGHTSHIP FINANCIAL, LLC

RIA

CRD#: 132614

DANVERS, 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

Massachusetts
(1/13/2009)

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Exams

Current Firm

FG&G FINANCIAL SERVICES, LLC

CRD#: 149180 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/13/2009 Approved)

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Contact information

Main Address

153 Andover Street Unit 108a, Danvers, MA 01923

Mailing Address

Phone number

(978) 605-5030

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 13,842,067

Red Flags

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Anthony E. Gates

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Evan Gates's CRS (Customer Relationship Summary).

Certified licenses

Experience

FG&G FINANCIAL SERVICES, LLC

LIGHTSHIP FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Current Firm

FG&G FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FG&G FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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