Alexi GilmoreCRD 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 4 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Learnvest Planning Services, LLC||New York, NY||Feb 2013 - Current||4|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.