Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gilmore is a financial advisor with over 13 years of experience in the industry. Brian Gilmore is currently registered with William Blair and has previously worked with PNC Investments and Natcity Investments, Inc.. Brian Gilmore is also registered with the state of Illinois. Brian Gilmore's areas of expertise include equity research services, financial planning, and portfolio management for businesses, individuals, and pooled investment vehicles.
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.
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.
Equity research services
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.
A percentage of the total value of assets under management is charged.
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2
IL
12/10/2022 - Present
William Blair (CHICAGO IL)
IL
11/13/2009 - 03/08/2013
PNC INVESTMENTS (NAPERVILLE IL)
IL
01/14/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (CREST HILL IL)
IL
03/28/2006 - 01/31/2008
INVEST FINANCIAL CORPORATION (NAPERVILLE IL)
BOTH
Issued 12/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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