Paul
Gillespie
Newsouth Capital Management Inc
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About this Advisor
Paul Gillespie is a financial advisor operating in Memphis, Tennessee with a total of 19 years of relevant experience. Gillespie is currently employed by Newsouth Capital Management Inc. They have been with Newsouth Capital Management Inc for all of their career. Gillespie has a Series 63 license, designating them as a securities representative, and is registered to operate in Tennessee and Texas. Newsouth Capital Management Inc is an advisory business that has its headquarters in Memphis, TN. It oversees $3 billion in total assets across its 205 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 48 charitable organizations. Of its 205 client accounts, 52% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees typically vary depending on which service is provided. Fee types billed by Newsouth Capital Management Inc may include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newsouth Capital Management Inc Brokerage Details
$2,832,723,566
11
205
$13,818,164
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Paul Gillespie Work History
Paul has been registered as a financial advisor for 19 years.*
Newsouth Capital Management, 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 Paul 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 Newsouth Capital Management Inc
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
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