Robert Scott Gillispie

Employer firm

Yes Life Financial CRD 298020

$21.1M regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Us Forest Service
  Washington, DC

Other Businesses

Ultimate Real Estate LLC No 2314 W Main St Richmond, VA 23220 Real Estate Partner Partner 12/2018 Hours: 1 Hours: 0 Own 2 rental houses with a partner

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-29