Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gilmore is a financial advisor with over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in California and Texas. James has a strong background in providing financial planning and portfolio management services to a diverse client base. He is committed to helping individuals and families 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.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (COSTA MESA CA)
CA
08/14/2020 - 06/14/2024
SECURITIES AMERICA, INC. (COSTA MESA CA)
CA
11/29/2017 - 08/26/2020
LPL FINANCIAL LLC (COSTA MESA CA)
CA
02/11/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (COSTA MESA CA)
CA
06/27/2006 - 02/14/2013
WALNUT STREET SECURITIES, INC. (IRVINE CA)
NY
08/10/2004 - 06/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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