Brent Gilmore
CRD Number: 1305381Current Firm: United Planners' Financial Services Of America A Limited Partner
Brent Gilmore (CRD# 1305381) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 35 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Darby Township | Plain City, OH | Mar 2018 - Current | 6 |
| Step Up Wealth Management, LLC | Dublin, OH | Mar 2015 - Current | 9 |
| United Planners' Financial Services | Scottsdale, AZ | Jun 2014 - Current | 9 |
| Saints And Sinners Golf League | Dublin, OH | May 2004 - Current | 19 |
| Ga Financial Resources | Dublin, OH | Mar 1996 - Current | 28 |
| Gilmore Enterprises, Inc Dba Ga Financial Resources | Plain City, OH | Mar 1996 - Current | 28 |
| Uber | Dublin, OH | May 2017 - May 2019 | 2 |
| City Of Hilliard | Hilliard, OH | Dec 1998 - Dec 2014 | 16 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Dec 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1988 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- OH
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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