Allen
Gillespie
Fintrust Capital Advisors, LLC
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About this Advisor
Allen Gillespie is a chartered financial analyst working out of Greenville, South Carolina with 5 years of industry experience. Gillespie works at Fintrust Capital Advisors, LLC. Their career trajectory has included roles at Gni Capital, Inc, Fintrust Brokerage Services, LLC, Fintrust Investment Advisory Services, LLC, Fintrust Capital Advisors, LLC and Fintrust Capital Partners, LLC. Gillespie holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Louisiana, South Carolina and Texas. Fintrust Capital Advisors, LLC is a financial advisory business operating out of Greenville, SC. The company has offices in three locations and a total of 44 financial advisors. It oversees $2 billion in total assets among its 2,083 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 14 charities and foundations. Of its 2,083 client accounts, 25% belong to high-net-worth investors who have at least $1 million in assets. Fintrust Capital Advisors, LLC performs a number of services, such as 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. Financial management fees largely depend on the services provided. Fee types charged by Fintrust Capital Advisors, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fintrust Capital Advisors, LLC Brokerage Details
$1,724,645,328
44
2,083
$827,962
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
Allen has been registered as a financial advisor for 5 years.*
Fintrust Capital Advisors, LLC
Fintrust Capital Partners, LLC
Fintrust Brokerage Services, LLC
Fintrust Capital Advisors, LLC
Fintrust Investment Advisory Services, LLC
Gni Capital, Inc
*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 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
Athens, GA
Greenville, SC
Greenville, SC
Greenville, SC
Alpharetta, GA
Macon, GA
Greenville, SC
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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