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Dale Francis Francis Mark Gilkes

FCG WEALTH MANAGEMENT, LLC·CHATHAM, New Jersey
SIE, Series 7, Series 24, Series 99TOClean recordFCG WEALTH MANAGEMENT, LLC
ONE MAIN STREET, CHATHAM, NJ 07928CRD# 2689383Firm CRD# 281165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dale Francis Francis Mark Gilkes · CHATHAM, NJ
Registration
CRD #2689383 · FCG WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FCG WEALTH MANAGEMENT, LLC
CRD 281165 · SEC 801-55281
AUM
$1.2B
Regulatory assets under management
Employees
19
1,850 client accounts
Services offered by FCG WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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04

Frequently Asked Questions

What services does Dale Francis Francis Mark Gilkes offer?
Dale Francis Francis Mark Gilkes specializes in Financial Planning, Investment Management. Contact their office in CHATHAM, New Jersey for a consultation.
What are Dale Francis Francis Mark Gilkes's credentials?
Dale Francis Francis Mark Gilkes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dale Francis Francis Mark Gilkes located?
Dale Francis Francis Mark Gilkes is based in CHATHAM, New Jersey, working with FCG WEALTH MANAGEMENT, LLC. Their office serves clients in the CHATHAM metropolitan area and surrounding communities.
How does Dale Francis Francis Mark Gilkes charge for services?
Dale Francis Francis Mark Gilkes's firm is compensated through percentage of aum, subscription fees, commissions, other: could be an added ticket charge or fee as disclosed. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FCG WEALTH MANAGEMENT, LLC?
FCG WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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