Steven Gilmour (CRD# 6090036) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.
CRD# 6093393
Equalis Financial
Score
106
CRD# 2753945
Fried Asset Management, Inc.
Score
104
CRD# 4266581
Dash Investments
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carter Jacobs LLC | Sherman Oaks, CA | Jun 2012 - Current | 5 |
| Jd Gilmour Company | Glendale, CA | Jun 2002 - Current | 15 |
- CA
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$461,037
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, UT
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