Dennis Gagnon (CRD# 4450130) is an Investment Advisor Representative working at Non-traditional Wealth Management, LLC in Orlando, FL and has over 22 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.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arete Wealth Management, LLC | Chicago, IL | Nov 2023 - Current | < 1 |
| Non-traditional Wealth Management, LLC | Orlando, FL | Oct 2005 - Current | 18 |
| Center Street Securities Inc. | Nashville, TN | Oct 2009 - Nov 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL
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