Douglas
Gill

Castleview Partners, LLC

CRD#2129646
Investment Advisor
in Dallas, TX

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About this Advisor

Douglas Gill is a financial advisor based in Dallas, Texas, working with Castleview Partners, LLC. Douglas has previously held positions at Gill Capital Management, Inc, Argentus Capital Management, LLC, Argentus Advisors, LLC, Purshe Kaplan Sterling Investments, Castleview Partners, LLC, and Kovack Securities, Inc. Douglas has passed the Series 63 regulatory exam and is registered to provide services in Florida and Texas. Currently, Douglas is part of Castleview Partners, LLC, which operates out of Dallas, Texas. The firm has 6 offices and 18 employees. The firm manages assets totaling $270.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Castleview Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8111 Preston Road Suite 500
Dallas, TX 75225

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Castleview Partners, LLC Brokerage Details

Total Assets Under Management

$269,982,571

TX Average: $3,042,739,679
Total Number of Employees

18

TX Average: 49
Total Number of Accounts

1,308

TX Average: 2,315
Average Account Size

$206,409

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Douglas Gill Work History

2016 - Present (9 years)

Kovack Securities, Inc

2015 - Present (10 years)

Castleview Partners, LLC

1999 - Present (26 years)

Gill Capital Management, Inc

2014 - 2016 (2 years)

Purshe Kaplan Sterling Investments

2002 - 2015 (13 years)

Argentus Capital Management, LLC

2002 - 2015 (13 years)

Argentus Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Douglas 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 Castleview Partners, LLC

Joanne Chapman
Herriman, UT
Robert Emrich
Austin, TX
Ian Fritz
Plano, TX
Michael Lynch
Miami, FL
Homero Diaz
Miami, FL
Julian Johnson
Plano, TX
Matthew Marquis
Des Plaines, IL
Alyssa Guerra
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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