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KG

Kevin R. Gilmore

GILMORE FINANCIAL SERVICES
San Mateo, CA 94402
Some features on this profile are disabled
CRD#: 4040380
KG

Professional summary

Kevin R Gilmore is a registered financial advisor currently at GILMORE FINANCIAL SERVICES, LLC located in San Mateo, California.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kevin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin R Gilmore's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 24, 2005 - Present

GILMORE FINANCIAL SERVICES, LLC

Office #1: 411 Borel Ave Suite 501, San Mateo, CA 94402
RIA
CRD#: 136249
San Mateo, CA
Past

May 13, 2016 - November 1, 2018

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
SAN MATEO, CA
Past

May 13, 2016 - November 1, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
SAN MATEO, CA
Past

September 4, 2009 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
SAN MATEO, CA
Past

September 4, 2009 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
SAN MATEO, CA
Past

September 19, 2007 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

RIA
CRD#: 3600
SAN MATEO, CA
Past

January 23, 2006 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
SAN MATEO, CA
Past

September 11, 2003 - December 16, 2005

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH
Past

June 6, 2000 - September 2, 2003

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SAN FRANCISCO, CA
Past

November 30, 1999 - September 2, 2003

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/24/2005)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/30/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/29/1999
General Securities Representative Examination

Current Firm

GF
GILMORE FINANCIAL SERVICES, LLC
GILMORE ASSOCIATES CPA | GILMORE FINANCIAL SERVICES, LLC

CRD#: 136249 / SEC#:

California
Registered Investment Advisory firm - (10/24/2005 Approved)
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Contact information

Main Address
411 Borel Avenue Suite 501, San Mateo, CA 94402
Mailing Address
Phone number
(650) 432-6110
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts45
AUM (Assets Under Management)$ 36,220,271

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GILMORE FINANCIAL SERVICES, LLC

CRD#: 136249San Mateo, CA 94402

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