Unclaimed Profile

Douglas Wayne Gill

CASTLEVIEW PARTNERS, LLC·DALLAS, Texas

SIE, Series 7, Series 24, Series 63CFPClean record23 years registeredCASTLEVIEW PARTNERS, LLC

8111 PRESTON ROAD, DALLAS, TX 75225CRD# 2129646Firm CRD# 281410

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Wayne Gill · DALLAS, TX

Registration

CRD #2129646 · CASTLEVIEW PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CASTLEVIEW PARTNERS, LLC

Oct 2015 – present

ARGENTUS ADVISORS, LLC

May 2003 – Dec 2015

DALLAS, TX

SUMMIT ADVISOR SOLUTIONS

May 2003 – Oct 2015

DALLAS, TX

GILL CAPITAL MANAGEMENT INC

May 2003 – Dec 2003

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · May 16, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CASTLEVIEW PARTNERS, LLC

CRD 281410 · SEC 801-106652

AUM

$270M

Regulatory assets under management

Employees

1,308 client accounts

Services offered by CASTLEVIEW PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CASTLEVIEW PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Wayne Gill offer?

Douglas Wayne Gill specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Douglas Wayne Gill's credentials?

Douglas Wayne Gill holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Douglas Wayne Gill located?

Douglas Wayne Gill is based in DALLAS, Texas, working with CASTLEVIEW PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Douglas Wayne Gill charge for services?

Douglas Wayne Gill'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 CASTLEVIEW PARTNERS, LLC?

CASTLEVIEW PARTNERS, LLC has approximately 18 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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