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Linda Bentley Gillespie

Linda B. Gillespie

REAL WORLD FINANCIAL PLANNING
CHESTNUT HILL, MA
Some features on this profile are disabled
CRD#: 7050239
Linda Bentley Gillespie

Professional summary

Linda Bentley Gillespie, CFP®, who also goes by Linda Elizabeth Bentley, is a registered financial advisor currently at REAL WORLD FINANCIAL PLANNING, LLC located in Chestnut Hill, Massachusetts.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Linda has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Linda Elizabeth Bentley

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.
LINDA GILLESPIE IS SELF-EMPLOYED AND WORKING 20-25 HOURS PER WEEK AS A BUSINESS DEVELOPMENT AND MARKETING CONSULTANT FOR INVESTING MEDIA SOLUTIONS, LLC. SINCE 2012 (A COMPANY BASED IN CHICAGO, IL). MS. GILLESPIE'S ROLE IS NOT INVESTMENT-RELATED. INVESTING MEDIA SOLUTIONS' CLIENTS ARE FINANCIAL PUBLISHERS AND ITS ADVERTISERS INCLUDE BROKER-DEALERS AND INVESTMENT ADVISER FIRMS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Bentley Gillespie'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: 2021

Experience

Current

March 25, 2019 - Present

REAL WORLD FINANCIAL PLANNING, LLC

RIA
CRD#: 299632
CHESTNUT HILL, 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
(3/25/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/24/2018
Uniform Investment Adviser Law Examination

Current Firm

RW
REAL WORLD FINANCIAL PLANNING, LLC
REAL WORLD FINANCIAL PLANNING, LLC

CRD#: 299632 / SEC#:

Massachusetts
Registered Investment Advisory firm - (3/25/2019 Approved)
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Contact information

Main Address
Chestnut Hill, MA
Mailing Address
Phone number
(917) 685-5121
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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

REAL WORLD FINANCIAL PLANNING, LLC

CRD#: 299632Chestnut Hill, MA

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