James Gilmour, financial advisor Sherman Oaks CA
87 score

James Gilmour

CRD Number: 6095608
Current Firm: Carter Jacobs, LLC

James Gilmour (CRD# 6095608) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Carter Jacobs LLC Sherman Oaks, CA Jul 2012 - Current 4
James M Gilmour Inc. Glendale, CA Sep 1989 - Current 27

James Gilmour has no recent exams reported.
Contact Info for James M. Gilmour
Phone Number: 818.728.4557
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $377,759
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, UT

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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