Gregory
Francoeur
Fci Advisors
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About this Advisor
Gregory Francoeur is a financial advisor based out of Shelton, Connecticut with a total of 5 years of relevant experience. Francoeur is currently employed by Fci Advisors. Over the course of their career, they have held roles at Fci Advisors, Robert Half International and North Star Partners. Francoeur maintains a Series 65 license, designating them as an investment advisor representative, and is able to work in Connecticut. Fci Advisors is an advisory company that has its headquarters in Leawood, KS. The firm has offices in six locations and a total of 67 financial advisors. It controls $13 billion in assets between its 13,818 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 155 charities and foundations. Of its 13,818 customer accounts, 22% are held by high-net-worth investors who have at least $1 million in assets. Fci Advisors performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors depend on the services provided. However, fee types billed by Fci Advisors most likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fci Advisors Brokerage Details
$12,844,217,759
67
13,818
$929,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Gregory Francoeur Work History
Gregory has been registered as a financial advisor for 5 years.*
Fci Advisors
Robert Half International
North Star Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Francoeur to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fci Advisors
Leawood, KS
Leawood, KS
Shelton, CT
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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