KG
CFP
KG
CFP

Kermit Gable

33 Years of Experience
Fort Worth, TX
2 DisclosuresSells Insurance

Kermit Gable is a CFP-designated registered investment advisor at Fidelis Fs, LLC, based in Fort Worth, TX, with 33 years of industry experience. Kermit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2.8M

Fee Structure

Investment management only (planning not offered)

Fidelis FS offers investment management services where they manage your investments for you. The annual fee is a maximum of 2.0% of the total value of your investments. This fee may be negotiable based on factors like the complexity of your investments. Fees are billed either monthly or quarterly.

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Location

Fort Worth, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2017
Final
Employment Separation After Allegations
November 2016
Other Business ActivitiesSells Insurance

Kermit serves as a commander in the United States Army Reserve, dedicating minimal time. He is also a financial planner/owner and independent insurance agent for various companies through Fidelis Financial Services, spending a few hours per week on this investment-related activity.

Employment History
Current Registrations
Fidelis Fs, LLC
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2012 - December 2016 · 4 yrs 10 mos
Cambridge Investment Research, INC.Broker
February 2012 - December 2016 · 4 yrs 10 mos
Brokersxpress LLCBroker
August 2009 - December 2011 · 2 yrs 4 mos
Brokersxpress LLC
August 2009 - December 2011 · 2 yrs 4 mos
NFP Securities, INC.
February 2006 - August 2009 · 3 yrs 6 mos
NFP Securities, INC.Broker
February 2006 - August 2009 · 3 yrs 6 mos
Metlife Securities INC.
October 1996 - February 2006 · 9 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
January 1992 - February 2006 · 14 yrs 1 mo
Metlife Securities INC.Broker
January 1992 - February 2006 · 14 yrs 1 mo
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kermit Gable - Financial Advisor | TrueAdvisor