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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gordon Gilbert is an investment advisor representative with The Caprock Group, LLC. William has been in the industry since 1997 and is registered with the state of Idaho. William holds the Series 63, 65, 7 and 31 licenses. William is a member of the investment committee at the University of Idaho Foundation and the Idaho Youth Ranch.
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.
Wealth management & consulting
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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ID
08/18/2005 - Present
THE Caprock Group, LLC (BOISE ID)
NY
10/27/1997 - 08/18/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 11/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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