Merle Gilmour, financial advisor Bellevue WA

Merle Gilmour

CRD Number: 4709729
Current Firm: Hightower Advisors, LLC

Merle Gilmour (CRD# 4709729) is an Investment Advisor Representative working at Hightower Advisors, LLC in Bellevue, WA and has 1 year of experience in the finance industry. Merle Gilmour has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jeffrey Janeway, financial advisor Bellevue WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Similar Advisors
Angela Jolley, financial advisor Bellevue WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Similar Advisors
Nina Abelman, financial advisor Bellevue WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Hightower Advisors Chicago, IL Oct 2023 - Current < 1
Trellis Advisors, LLC Ellensburg, WA Feb 2005 - Oct 2023 18

Merle Gilmour has no recent exams reported.
Contact Info for Merle R. Gilmour
Phone Number: 312-962-3800
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    105,230
    MILLIONS
  • Total Number of Accounts
    144,757
    ACCOUNTS
  • Average Account Value
    $726,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Merle Gilmour and other advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.