Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gillimore is a financial advisor with Liberty Wealth Management, LLC, a firm based in Oakland, CA. David has been working in the financial services industry since 2000 and has held positions at a number of firms, including TD Ameritrade, Inc., Wells Fargo Investments, LLC, and U.S. Bancorp Investments, Inc. David is a Series 7, Series 6, and Series 66 licensed advisor. David offers a variety of financial services to individuals, corporations and pension and profit-sharing plans. David is also a registered insurance agent with Lifetime Planning Marketing, Inc. David specializes in helping clients develop comprehensive financial plans, including retirement planning, investment management, and estate planning.
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.
Third-party management program
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Third-party management program
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2
CA
03/18/2022 - Present
Liberty Wealth Management, LLC (Larkspur CA)
CA
05/11/2016 - 03/09/2022
EMERSON EQUITY LLC (SAN MATEO CA)
CA
07/13/2010 - 07/07/2014
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
09/24/2008 - 07/07/2010
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
03/08/2007 - 09/23/2008
WELLS FARGO INVESTMENTS, LLC (NOVATO CA)
CA
08/12/2005 - 03/08/2007
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
NY
04/07/2004 - 08/02/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
09/20/2002 - 04/06/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
03/19/2002 - 08/19/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/19/2002 - 08/19/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
12/18/2000 - 11/01/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 05/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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