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Bruce Carl Gilmore

Newedge Advisors

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About Bruce Carl Gilmore

Bruce Carl Gilmore is a financial advisor currently working at Newedge Advisors. Bruce has been in the financial industry since 1988 and has worked at several firms including Packerland Brokerage Services, Inc., Sammons Securities Company, LLC, American General Securities Incorporated, and Franklin Financial Services Corporation. Bruce has a Series 6, Series 63, and SIE. Bruce has a strong background in financial planning, portfolio management, and pension consulting. Bruce is registered in Florida, North Carolina, and Ohio.

Firm Information

Bruce Gilmore is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Gilmore’s Registration & Firm History

OH

11/01/2021 - Present

Newedge Advisors (CANTON OH)

OH

10/31/2007 - 05/20/2015

PACKERLAND BROKERAGE SERVICES, INC. (CANTON OH)

OH

10/15/2004 - 10/31/2007

SAMMONS SECURITIES COMPANY, LLC (NW CANTON OH)

AZ

10/01/2002 - 10/20/2004

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

05/10/1988 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 07/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Carl Gilmore.
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