William Gilmore, financial advisor Kennesaw GA

William Gilmore

CRD Number: 4686895
Current Firm: Cambridge Investment Research Advisors, Inc.

William Gilmore (CRD# 4686895) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kennesaw, GA and has over 20 years of experience in the finance industry. William Gilmore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fcig Wealth Management, LLC Plainfield, CT Feb 2024 - Current < 1
Cambridge Investment Research/cira Plainfield, CT Feb 2020 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2020 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Feb 2020 - Current 4
The Investment Center Inc. Plainfield, CT Mar 2015 - Feb 2020 4
Ic Advisory Services Inc. Plainfield, CT Mar 2015 - Feb 2020 4
The Investment Center/ic Advisory Services Plainfield, CT Mar 2015 - Feb 2020 4
Lpl Financial Chepachet, RI Apr 2008 - Apr 2015 7
Lpl Financial LLC Chepachet, RI Apr 2008 - Mar 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for William M. Gilmore
Phone Number: 641-472-5100
Registered State(s):
  • CT
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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