Dennis Gagnon is a CFP-designated registered investment advisor, based in Orlando, FL, with 24 years of industry experience.
Location
4767 New Broad Street, Orlando, FL, 32814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis sells fixed life insurance, HSA, and long-term care insurance through Non-Traditional Wealth Management LLC and identifies clients for life insurance premium financing, dedicating about a quarter of his time to these activities. He also serves as treasurer for the Central FL Rifle & Pistol Club, spending a few hours per week without compensation.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
Non-Traditional Wealth Management, LLC
Previous Registrations
Center Street Securities, INC.Broker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
G. A. Repple & Company
G. A. Repple & CompanyBroker
State Registrations8 states
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.