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Kevin R Gilmore

Gilmore Financial Services, LLC

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About Kevin R Gilmore

Kevin R. Gilmore is a financial advisor at Gilmore Financial Services, LLC based in San Mateo, California. Kevin has been in the financial industry for over 23 years and holds Series 66, SIE and Series 7 licenses. Kevin specializes in financial planning and portfolio management for individuals and high-net-worth individuals. Previously, Kevin worked at Signator Investors, Inc., Transamerica Financial Advisors, Inc., Valmark Securities, Inc., and Terra Securities Corporation.

Firm Information

Kevin Gilmore is currently registered with Gilmore Financial Services, LLC. Gilmore Financial Services, LLC is an investment advisor with 1 investment advisor representative and 1 registered representative, managing approximately $22.5 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals.

$22.49M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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Kevin Gilmore’s Registration & Firm History

CA

10/24/2005 - Present

Gilmore Financial Services, LLC (San Mateo CA)

CA

05/13/2016 - 11/01/2018

SIGNATOR INVESTORS, INC. (SAN MATEO CA)

CA

09/04/2009 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (SAN MATEO CA)

CA

01/23/2006 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (SAN MATEO CA)

OH

09/11/2003 - 12/16/2005

VALMARK SECURITIES, INC. (AKRON OH)

IL

11/30/1999 - 09/02/2003

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

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Licenses & Designations

BOTH

Issued 11/30/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin R Gilmore.
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