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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Gilmore is an Investment Advisor Representative associated with Clifford Swan Investment Counselors. Kathleen has been working in the industry since November 2007, and has held the Series 65 license since October 2002. Kathleen specializes in financial planning, portfolio management for individuals and businesses, as well as publication of periodicals and selection of other advisors.
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.
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
02/28/2022 - Present
Clifford Swan Investment Counselors (PASADENA CA)
IA
Issued 10/22/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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