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EG

Eleonora P. Gillion

MONEY ADVISORS DBA CENTURY INVESTMENT PLANNING
Augusta, GA 30909
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CRD#: 6913481
EG

Professional summary


Eleonora P. Gillion, who also goes by Eleonora Palumbo Gillion, is a registered financial advisor currently at MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING located in Augusta, Georgia.

Eleonora is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Eleonora has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eleonora Palumbo Gillion

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 Eleonora P. Gillion'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

May 21, 2018 - Present

MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING

Office #1: 3540 Wheeler Road Suite 206, Augusta, GA 30909
RIA
CRD#: 125276
Augusta, GA

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
Georgia
(6/1/2018)
IAR
South Carolina
(5/21/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/21/2018
Uniform Investment Adviser Law Examination

Current Firm


MA
MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING
CENTURY INVESTMENT PLANNING | MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING | MONEY ADVISORS, INC.

CRD#: 125276 / SEC#:

Georgia
Registered Investment Advisory firm - (3/11/1996 Approved)
South Carolina
Registered Investment Advisory firm - (6/24/2016 Approved)
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Contact information


Main Address
3540 Wheeler Road Suite 206, Augusta, GA 30909
Mailing Address
Phone number
(706) 738-6899
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts180
AUM (Assets Under Management)$ 53,838,116

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


MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING

CRD#: 125276Augusta, GA 30909

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