Paul Gatehouse has been Senior Vice President of Independence Financial Advisors since December 2010, is a control person of the firm and directly owns under 5% of it.
Independence Financial Advisors, LLC is a Franklin, NH firm with $464M under management, 2,777 clients and 7 advisers across 8 offices, as of its December 2025 filing.
Paul Gatehouse’s longest registration is the current one, 15 years at Independence Financial Advisors since 2011. Before joining Independence Financial Advisors in 2011, Paul Gatehouse was registered through Infinex Investments, Inc. and Quick & Reilly, Inc.
- – present · 15 yearsFranklin, NH · Adviser representative · Firm CRD 156305
- Infinex Investments, Inc.– · 8 yearsFranklin, NH · Adviser representative · Firm CRD 35371
- Quick & Reilly, Inc.– · under a yearBiddeford, ME · Adviser representative · Firm CRD 11217
Investment adviser representative registrations
Paul Gatehouse is registered as an investment adviser representative in 2 states. Each was approved in April 2011.
- MassachusettsSince 19 April 2011
- New HampshireSince 11 April 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 13 November 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 1998 |
| Series 7 | General Securities Representative Examination | 25 October 1997 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 13 December 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 July 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul William Gatehouse
- CRD
- 1525764
- Firm
- Independence Financial Advisors · CRD 156305
- Role
- Senior Vice President
- Office
- 402 CENTRAL STREET, Franklin, NH 03235
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Gatehouse work?
Paul Gatehouse has been Senior Vice President of Independence Financial Advisors, LLC since December 2010, and is a control person of the firm.
Is Paul Gatehouse a financial advisor?
Yes. Paul Gatehouse has a current investment-adviser registration in Massachusetts and New Hampshire, through Independence Financial Advisors since April 2011.
How many years of experience does Paul Gatehouse have?
Paul Gatehouse has 23 years in the financial industry, since January 2003, across 3 adviser firms.
What exams has Paul Gatehouse passed?
Paul Gatehouse has passed 6 licensing exams: the Series 6, Series 63, Series 26, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in July 1986. FINRA credited Paul Gatehouse with the SIE, which began in October 2018.
Where did Paul Gatehouse work before Independence Financial Advisors?
Before Independence Financial Advisors, Paul Gatehouse was registered through Infinex Investments, Inc., January 2003 to April 2011; Quick & Reilly, Inc., January 2003 to February 2003.
Where is Paul Gatehouse based?
Paul Gatehouse’s registered office is in Franklin, NH.
Is Paul Gatehouse registered with FINRA?
No. Paul Gatehouse has no current broker registration.
How can I verify Paul Gatehouse’s record?
Search CRD 1525764 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Gatehouse’s full registration record.