Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilene? Claim Your ProfileIlene B. Gohmert is a financial advisor with LPL Financial LLC. Ilene has over 20 years of experience in the financial industry and is committed to providing personalized financial advice to individuals and families. Ilene has a background in accounting and tax preparation, which gives her a unique understanding of the financial needs of her clients. Ilene is also a licensed CPA and holds the Series 7, Series 63, and Series 66 licenses. In addition to her work with LPL Financial LLC, Ilene is also the owner of several other businesses. Ilene is a strong advocate for her clients and is committed to helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
09/05/2018 - Present
LPL Financial LLC (VICTORIA TX)
TX
07/01/2011 - 09/28/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (CUERO TX)
TX
07/02/2001 - 07/05/2011
PROEQUITIES, INC. (CUERO TX)
AZ
11/24/2000 - 07/02/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 09/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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