FIND A GFCM SECURITIES, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 120672
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for GFCM SECURITIES, LLC Comes From
Understanding the Statistics for GFCM SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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HNWI
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Firm Disclosures
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FIRM INFORMATION
Established
Delaware since 02/12/2002
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at GFCM SECURITIES, LLC
TW
Thomas Gill Wilson
PR
CRD#: 2848730
Location:
San Francisco, CA 94105
Company:
CHARLES SCHWAB & CO., INC.
Disclosures:
Experience:
28 years
Matthew John Stewart
IAR
CRD#: 2986538
Location:
Delaware, OH
Company:
FORESTVIEW FINANCIAL PARTNERS, LLC
Disclosures:
Experience:
28 years
JC
John Michael Cummins
PR
CRD#: 58659
Location:
River Falls, WI 54022
Company:
PORTFOLIO DESIGN SERVICES, LLC
Disclosures:
Experience:
52 years
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