Unclaimed
William Gilmore is a financial advisor with over 18 years of experience in the financial industry. William currently works as a registered representative for FCIG Wealth Management, LLC and has been with the firm since March of 2024. Previously William held positions with Cambridge Investment Research, Inc., The Investment Center, Inc. and LPL Financial LLC. William Gilmore holds Series 7, 24, 31, 66 and SIE licenses. William also holds the Certified Financial Planner designation. William's primary practice is focused on helping individuals and businesses 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.
Helps you choose top advisors aligned with your financial goals.
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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2
CT
03/19/2024 - Present
Fcig Wealth Management, LLC (Plainfield CT)
GA
02/13/2020 - 07/11/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Woodstock GA)
CT
03/30/2015 - 02/13/2020
THE INVESTMENT CENTER, INC. (PLAINFIELD CT)
RI
04/30/2008 - 04/17/2015
LPL FINANCIAL LLC (CHEPACHET RI)
MA
09/09/2005 - 05/12/2008
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
NY
09/18/2003 - 09/19/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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