JL
Jane Louie
Human Capital Benefits & Financial Services at Gateway Financial Advisors,
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Work Experience
Human Capital Benefits & Financial Services
2004 - Present · 20 years and 11 months
Social Entrepreneur Advance Advisor
Jul 2019 - Present · 5 years and 5 months
Social Innovator And Entrepreneur
Jan 2010 - Present · 14 years and 11 months
Company Details
Gateway Financial Advisors We are a privately owned company focused on providing financial planning and implementation products and services for our clients and our advisors. Today Gateway Financial Advisors has office locations across the USA. Our Mission is “Helping others achieve their financial dreams” • To provide high quality service, with honesty, integrity, and high ethical standards, putting our client’s interest first. Our primary allegiance will always be to our clients, not the companies whose products we may represent. • To help our clients become financially independent by enabling them to plan and control their financial futures. • To build a professional organization taking a personal interest in the lives of each associate and coaching them to establish personal, financial, and spiritual security in their personal lives. • We will promote a balanced approach to faith, family, fitness, finance and fun. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated. Cambridge is a FIVE TIME winner in the Broker/Dealer of the Year annual poll of advisors. Investment Advisor magazine, 2012, 2010, 2008, 2007, Division IV; 2003, Division III
Year Founded
1990
Social Media
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Industry
Financial Services, Depository Credit Intermediation, Finance and Insurance
HQ Location
6000 Uptown Blvd NE Suite 100 Albuquerque, New Mexico 87110, US
Keywords
Financial PlanningWealth ManagementRetirement PlanningInvestmentsLife InsuranceLong Term Care InsuranceDisability InsuranceProperty and Casualty Insurancegateway insuranceconferencing and screen
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