Patrick
Gill
Capital Point Financial Group, LTD
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About this Advisor
Patrick Gill is a financial advisor who works out of Glenview, Illinois who has 6 years of relevant experience. Gill currently works for Capital Point Financial Group, LTD. Over the course of their career, Gill has held roles at Lasalle St. Securities, L.L.C, Lpl Financial, LLC, Level Four Advisory Services, LLC and Capital Point Financial Group, LTD. Gill maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Capital Point Financial Group, LTD is an advisory firm that has its headquarters in Glenview, IL. It has offices in two locations and a total of 13 employees. It has $313 million in assets between its 1,604 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises two charitable organizations. Of its 1,604 accounts, 32% are associated with high-net-worth individuals who have greater than $1 million in assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules usually depend on which services the firm provides the client. However, fees billed by Capital Point Financial Group, LTD can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Point Financial Group, LTD Brokerage Details
$312,603,701
13
1,604
$194,890
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Gill Work History
Patrick has been registered as a financial advisor for 6 years.*
Capital Point Financial Group, LTD
Lpl Financial, LLC
Level Four Advisory Services, LLC
Lasalle St. Securities, L.L.C
*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 Patrick Gill 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 Capital Point Financial Group, LTD
Sarasota, FL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
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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