Alexi Gilmore, financial advisor New York NY
90 score

Alexi Gilmore

CRD Number: 6216775
Current Firm: Learnvest Planning Services, LLC

Alexi Gilmore (CRD# 6216775) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Learnvest Planning Services, LLC New York, NY Feb 2013 - Current 3
Wells Fargo Bank Na Hawley, PA Aug 2012 - Feb 2013 < 1
Wells Fargo Bank Na Lords Valley, PA Jun 2012 - Aug 2012 < 1
Wells Fargo Bank Na Scranton, PA Aug 2011 - Jun 2012 < 1
University Of Scranton Scranton, PA Aug 2010 - May 2012 1
Silver Oaks Stable Nissequague, NY Aug 2008 - Aug 2011 3
Suny Plattsburgh Plattsburgh, NY Aug 2009 - May 2010 < 1
Carlo's Pizzeria Holbrook, NY Mar 2009 - Dec 2009 < 1
Sachem School District Lake Ronkonkoma, NY Sep 2006 - Jun 2009 2
Sachem East High School Farmingville, NY Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Alexi A. Gilmore
Phone Number: 212-675-6711
Firm Website: http://www.learnvest.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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