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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Cunningham Gilmore has been in the financial services industry since 1987. Brent is currently registered with Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. Brent holds licenses in Ohio and Texas. Brent's previous employment includes LEGEND EQUITIES CORPORATION, FSC SECURITIES CORPORATION, THE O.N. EQUITY SALES COMPANY, WOODBURY FINANCIAL SERVICES, INC., NYLIFE SECURITIES INC., and AMERICAN UNITED LIFE INSURANCE COMPANY. Brent has also worked with Saints and Sinners Golf League, Step Up Wealth Management, LLC, and Gilmore Enterprises, Inc dba GA Financial Resources. Brent is a Chartered Financial Consultant. Brent offers Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Selection of Other Advisors, Portfolio Management for Businesses and Portfolio Management for Individuals. Brent is registered in the following states: Alabama, Arkansas, Florida, Indiana, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
09/18/2024 - Present
Cambridge Investment Research Advisors, Inc. (Dublin OH)
OH
12/05/2008 - 06/18/2014
LEGEND EQUITIES CORPORATION (COLUMBUS OH)
OH
07/12/2005 - 12/09/2008
FSC SECURITIES CORPORATION (HILLIARD OH)
OH
10/25/2002 - 07/11/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MN
01/21/1995 - 10/15/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NY
11/20/1992 - 04/14/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
12/09/1988 - 03/06/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
10/05/1984 - 12/20/1988
AMERICAN UNITED LIFE INSURANCE COMPANY
IA
Issued 03/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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