Samuel Gilman
CRD Number: 3106332Current Firm: Gilman Harris Travioli Slover Accountancy Corporation
Samuel Gilman (CRD# 3106332) is an Investment Advisor Representative working at Gilman Harris Travioli Slover Accountancy Corporation in Visalia, CA and has over 25 years of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 6332486
Caitlin John
CRD# 4789253
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gilman, Harris & Travioli, An Accountancy Corporation | Visalia, CA | Apr 1996 - Current | 28 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- CA
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$489,418
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
CA
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