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John Coleman Gay

Frisco Financial Planning

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About John Coleman Gay

John Coleman Gay is a financial advisor with Frisco Financial Planning, a Registered Investment Advisor, in Frisco, TX. John has been in the industry since 1996. John has earned the Certified Financial Planner designation and specializes in financial planning, investment advice, and retirement planning. John has worked for several financial institutions throughout their career including Chase Investment Services Corp., 1st Global Capital Corp., Charles Schwab & Co., Inc., and American Express Financial Advisors Inc. John holds FINRA Series 7, 8, and 63 licenses.

Firm Information

John Gay is currently registered with Frisco Financial Planning. Frisco Financial Planning is an investment advisor based in Frisco, Texas. They specialize in providing financial planning and portfolio management services for individuals, particularly high-net-worth individuals. They have over 100 million in regulatory assets under management.

$109.84M

Assets Under Management

2

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Gay’s Registration & Firm History

TX

01/02/2008 - Present

Frisco Financial Planning (FRISCO TX)

IL

05/19/2004 - 10/07/2004

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

TX

09/04/2003 - 04/29/2004

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

TX

05/04/1998 - 09/10/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

08/08/1996 - 09/30/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/08/1996 - 09/30/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 08/07/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Coleman Gay.
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