Allen
Gillespie
Fintrust Capital Advisors, LLC
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About this Advisor
Allen Gillespie is a financial advisor based in Greenville, South Carolina, working with Fintrust Capital Advisors, LLC. Allen has previously held positions at Gni Capital, Inc, Fintrust Brokerage Services, LLC, Fintrust Investment Advisory Services, LLC, Fintrust Capital Advisors, LLC, and Fintrust Capital Partners, LLC. Allen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, South Carolina, and Texas. Currently, Allen is part of Fintrust Capital Advisors, LLC, which operates out of Greenville, South Carolina. The firm has 2 offices and 35 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Fintrust Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fintrust Capital Advisors, LLC Brokerage Details
$1,743,952,383
35
1,968
$886,155
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Allen Gillespie Work History
Fintrust Capital Advisors, LLC
Fintrust Capital Partners, LLC
Fintrust Brokerage Services, LLC
Fintrust Capital Advisors, LLC
Fintrust Investment Advisory Services, LLC
Gni Capital, Inc
Disclosures
Please visit the SEC profile of Allen Gillespie 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 Fintrust Capital Advisors, LLC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Athens, GA
Greenville, SC
Greenville, SC
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