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Allen Ray Gillespie

FINTRUST CAPITAL ADVISORS, LLC·GREENVILLE, South Carolina
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124 VERDAE BLVD., GREENVILLE, SC 29607CRD# 2513792Firm CRD# 145460
01

About

Allen Ray Gillespie is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with FINTRUST CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FINTRUST CAPITAL ADVISORS, LLC
FINTRUST CAPITAL ADVISORS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at FINTRUST CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2513792
Firm CRD# 145460
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allen Ray Gillespie offer?
Allen Ray Gillespie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Allen Ray Gillespie's credentials?
Allen Ray Gillespie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Ray Gillespie located?
Allen Ray Gillespie is based in GREENVILLE, South Carolina, working with FINTRUST CAPITAL ADVISORS, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Allen Ray Gillespie charge for services?
Allen Ray Gillespie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINTRUST CAPITAL ADVISORS, LLC?
FINTRUST CAPITAL ADVISORS, LLC has approximately 35 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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