CRD: 115619
Gateway Financial Group, Inc.
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-08-1998
- Office Locations
- 1
Office Locations
About Gateway Financial Group, Inc.
Gateway Financial is an independent, national life insurance advisory firm (est. 1982) serving ultra-high-net-worth individuals, families, and closely held businesses alongside their attorneys, CPAs, and financial advisors. The team helps clients acquire, review, and manage life insurance with objective carrier/product analysis, third-party insurance audits, and periodic Benchmark Reports. Known for concierge policy servicing with proactive calendaring and competitive, forensic underwriting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES WESLEY ALBERTSON JR
Investment Advisor Representative, President
- CRD
- #2750925
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,307,805 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,307,805 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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