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Paul William Gatehouse

INDEPENDENCE FINANCIAL ADVISORS, LLC·FRANKLIN, New Hampshire
SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record23 years registeredINDEPENDENCE FINANCIAL ADVISORS, LLC
402 CENTRAL STREET, FRANKLIN, NH 03235CRD# 1525764Firm CRD# 156305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul William Gatehouse · FRANKLIN, NH
Registration
CRD #1525764 · INDEPENDENCE FINANCIAL ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENCE FINANCIAL ADVISORS, LLC
Apr 2011 – present
INFINEX INVESTMENTS, INC.
Jan 2003 – Apr 2011
FRANKLIN, NH
QUICK & REILLY, INC.
Jan 2003 – Feb 2003
BIDDEFORD, ME
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 63
Series 65
Registration record
First registered · January 29, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD 156305 · SEC 801-81025
AUM
$433M
Regulatory assets under management
Employees
11
2,732 client accounts
Services offered by INDEPENDENCE FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INDEPENDENCE FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Paul William Gatehouse offer?
Paul William Gatehouse specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, New Hampshire for a consultation.
What are Paul William Gatehouse's credentials?
Paul William Gatehouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul William Gatehouse located?
Paul William Gatehouse is based in FRANKLIN, New Hampshire, working with INDEPENDENCE FINANCIAL ADVISORS, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Paul William Gatehouse charge for services?
Paul William Gatehouse's firm is compensated through percentage of aum, hourly charges, other: one-time project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENCE FINANCIAL ADVISORS, LLC?
INDEPENDENCE FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDEPENDENCE FINANCIAL ADVISORS, LLC

Glenn Maynard Lepene
FRANKLIN, NH
Michael Francis Ventura
FRANKLIN, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in New HampshireNational Fee Analysis
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