Arnold
Gillard
Marquis Wealth Management Group
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About this Advisor
Arnold Gillard is a financial advisor based in Fort Myers, Florida, working with Marquis Wealth Management Group. Arnold has previously held positions at Wildcat Run Country Club, Full Time Education Three Oaks Middle School, Full Time Education Bishop Verot High School, Full Time Education University Of Central Florida, Full Time Student Florida Gulf Coast University, and Marquis Wealth Management. Arnold has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Arnold is part of Marquis Wealth Management Group, which operates out of Fort Myers, Florida. The firm has 9 employees and manages assets totaling $361.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Marquis Wealth Management Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Marquis Wealth Management Group Brokerage Details
$361,075,603
9
988
$365,461
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Arnold Gillard Work History
Marquis Wealth Management
Wildcat Run Country Club
Full Time Student Florida Gulf Coast University
Full Time Education University Of Central Florida
Full Time Education Bishop Verot High School
Full Time Education Three Oaks Middle School
Disclosures
Please visit the SEC profile of Arnold Gillard 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 Marquis Wealth Management Group
Fort Myers, FL
Fort Myers, FL
Fort Myers, FL
Fort Myers, FL
Fort Myers, FL
Fort Myers, FL
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