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William David Gullborg

Grove Point Advisors, LLC

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About William David Gullborg

William David Gullborg is an Investment Advisor Representative associated with Grove Point Advisors, LLC. William has been working in the financial services industry since May 28, 1985. William has been registered with Grove Point Advisors, LLC since April 1, 2021. He is currently registered in Pennsylvania and Texas. William has a Series 6, Series 63, and SIE licenses. William is also registered as an insurance agent in Pennsylvania.

Firm Information

William Gullborg is currently registered with Grove Point Advisors, LLC. Grove Point Advisors, LLC is a Rockville, MD-based financial advisor that provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $2.36 billion in client assets.
Grove Point Advisors, LLC

2440 RESEARCH BLVD

ROCKVILLE, MD 20850

$2.36B

Assets Under Management

6,735

Total Clients

274

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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William Gullborg’s Registration & Firm History

PA

12/21/2023 - Present

Grove Point Advisors, LLC (McMurray PA)

IA

12/08/2003 - 10/04/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MA

05/23/1985 - 12/01/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 11/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William David Gullborg.
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