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William Fraser Gilmore

Farther

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About William Fraser Gilmore

William Gilmore is a financial advisor working at Farther Finance Advisors based in San Francisco, California. William has been in the financial services industry since November 2007. William has a Series 66, Series 7, and SIE license. William is registered with the state of California as an Investment Advisor Representative. William has previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, and Telmate. William specializes in Financial Planning, Portfolio Management for Individuals, and Pension Consulting. William also publishes periodic publications.

Firm Information

William Gilmore is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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William Gilmore’s Registration & Firm History

CA

04/18/2023 - Present

Farther (SAN FRANCISCO CA)

CA

11/28/2007 - 04/29/2022

WELLS FARGO CLEARING SERVICES, LLC (EAST PALO ALTO CA)

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Licenses & Designations

BOTH

Issued 05/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Fraser Gilmore.
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