Stephen Gillingham

from Financial Planning Associates, LLC
SEC regulated
Regulated Investment Advisor
Stephen Gillingham is a financial advisor based in New York, White Plains, with 30 years of experience. Stephen currently works for Financial Planning Associates, LLC. Stephen maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Gillingham works at Financial Planning Associates, LLC
Financial Planning Associates, LLC is a financial advisory firm based in White Plains, New York. It currently has approximately $53,281,367 of assets under management and employs about 1 people. Financial Planning Associates, LLC uses a fee structure of a percentage of assets under your management, hourly charges and 3rd party adviser fee share.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and 3rd party adviser fee share
Office location
399 Knollwood Road, Suite 113, White Plains, New York, 10603

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