Dennis Gagnon, financial advisor Orlando FL

Dennis Gagnon

CRD Number: 4450130
Current Firm: Non-traditional Wealth Management, LLC

Dennis Gagnon (CRD# 4450130) is an Investment Advisor Representative working at Non-traditional Wealth Management, LLC in Orlando, FL and has over 17 years of experience in the finance industry. Dennis Gagnon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Center Street Securities Inc. Nashville, TN Oct 2009 - Current 10
Non-traditional Wealth Management, LLC Orlando, FL Oct 2005 - Current 14
Usa Financial Securities Corporation Ada, MI Jan 2006 - Oct 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Dennis E. Gagnon
Phone Number: 407-514-2671
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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