Kevin Gilmore (CRD# 4040380) is an Investment Advisor Representative working at Gilmore Financial Services, LLC in San Mateo, CA and has over 24 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gilmore Financial Services LLC | San Mateo, CA | May 2005 - Current | 19 |
| Glmore And Assoc. Cpa | San Mateo, CA | Jan 1989 - Current | 35 |
| Signator Investors, Inc. | San Mateo, CA | May 2016 - Oct 2018 | 2 |
| Transamerica Financial Advisors, Inc. | San Mateo, CA | Sep 2009 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
- CA
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$607,963
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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