Mary GilmoreCRD Number: 7668440
Current Firm: Delta Investment Management, LLC
Mary Gilmore (CRD# 7668440) is an Investment Advisor Representative working at Delta Investment Management, LLC in Greenville, SC and has 1 year of experience in the finance industry.
Apex Capital Management LLC
Brookstone Wealth Advisors, LLC
|Delta Investment Management, LLC||Greenville, SC||Dec 2021 - Current||2|
|Northstar Financial & Retirement Planning, LLC||Greenville, SC||Dec 2021 - Current||2|
|Maxwell Group Senior Living Communities||Charlotte, SC||Apr 2017 - Feb 2022||4|
|Merrill Gardens Senior Living Company||Orlando, FL||Jun 2018 - Nov 2018||< 1|
|Simmons & Associates||St. Simons Island, GA||Mar 2016 - Mar 2017||1|
|First Light Home Care Of The Southeast||Brunswick, GA||Sep 2013 - Jan 2016||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2022|
Total Assets Under Management532MILLIONS
Total Number of Accounts1,978ACCOUNTS
Average Account Value$268,818
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, NC, NE, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA
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