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FIRM PROFILE
Overview
GATEWAY FINANCIAL AGENCY CORPORATION is located at 1576 Nw Pine Creek Avenue, Arcadia, FL 34266 and was first established at Florida, Delaware in 09/30/1993. After operating for 32 years, GATEWAY FINANCIAL AGENCY CORPORATION has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of GATEWAY FINANCIAL AGENCY CORPORATION’s clients are individuals and 0% of their clients are high net worth individuals. GATEWAY FINANCIAL AGENCY CORPORATION has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at GATEWAY FINANCIAL AGENCY CORPORATION are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access GATEWAY FINANCIAL AGENCY CORPORATION‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at GATEWAY FINANCIAL AGENCY CORPORATION. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for GATEWAY FINANCIAL AGENCY CORPORATION Comes From
Understanding the Statistics for GATEWAY FINANCIAL AGENCY CORPORATION and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1576 Nw Pine Creek Avenue, Arcadia, FL 34266
1576 Nw Pine Creek Avenue, Arcadia, FL 34266
Small
(863) 993-2682
Delaware since 09/30/1993
Corporation
December
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 GATEWAY FINANCIAL AGENCY CORPORATION
Susan Louise Neculae
Ilie Neculae
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