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.
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- SC
-
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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