William M. Gilmore

FCIG WEALTH MANAGEMENT

Plainfield, CT 06374

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CRD#: 4686895

Professional summary

William Martin Gilmore II, CFP®, who also goes by William Gilmore, is a registered financial advisor currently at FCIG WEALTH MANAGEMENT, LLC located in Plainfield, Connecticut.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 8 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Gilmore

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.

1) FIRST CASUALTY INSURANCE AGENCY, INC. 190-A TURNER STREET, SOUTHERN PINES, NC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 12/30/14, PRESIDENT, INV REL, 80/MO- 5/TRADING 2) CHANCELLOR EXPRESS, INC, 59 ALMADA DRIVE, BROOKLYN CT, CONSULTANT FOR PRIOR BUSINESS, 01/01/10, NIR, 2/MO- 0/TRADING 3) GILMORE REAL ESTATE HOLDING COMPANY, 49 TEABERRY DRIVE, CHEPACHET, RI, REAL ESTATE RENTAL PROPERTIES OWNERSHIP, 06/01/09, NIR, 2/MO- 0/TRADING 4) HOPE REAL ESTATE, 43 E MAIN STREET, WEBSTER, MA, REAL ESTATE SALES/MORTGAGE ORIGINATION/MORTGAGE BROKER, 06/01/08, NIR, 10/YR- 0/TRADING 5) FCIG ACCOUNTING, LLC, 202 RIVER PARK, N, WOODSTOCK, GA, 07/01/21, CPA/Enrolled Agent/Tax Preparer/Accounting Services, NIR, 5 HR/MO- 0/TRADING HR. 6) FCIG NORTHEAST, INC, 619 MAIN STREET, CENTERVILLE, MA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 07/01/21, NIR, OWNER, 2 HR/MO- 0/TRADING HR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Martin Gilmore II's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

March 19, 2024 - Present

FCIG WEALTH MANAGEMENT, LLC

Office #1: 94 Norwich Road, Plainfield, CT 06374Office #2: 1117 Perimeter Center West W212, Atlanta, GA 30338

RIA

CRD#: 329906

Plainfield, CT

Past

February 13, 2020 - July 11, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Plainfield, CT

Past

February 13, 2020 - July 11, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Woodstock, GA

Past

March 30, 2015 - February 13, 2020

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

PLAINFIELD, CT

Past

March 30, 2015 - February 13, 2020

THE INVESTMENT CENTER, INC.

CRD#: 17839

PLAINFIELD, CT

Past

May 5, 2008 - April 17, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHEPACHET, RI

Past

April 30, 2008 - April 17, 2015

LPL FINANCIAL LLC

CRD#: 6413

CHEPACHET, RI

Past

September 9, 2005 - May 12, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WALTHAM, MA

Past

January 2, 2004 - September 19, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WELLESLEY HILLS, MA

Past

September 18, 2003 - September 19, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FCIG WEALTH MANAGEMENT, LLC

FCIG WEALTH | FCIG WEALTH MANAGEMENT, LLC

CRD#: 329906 / SEC#: 801-129706

RIA

Registered Investment Advisory firm - (3/19/2024 Approved)

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

Connecticut
(6/24/2024)

IAR

Georgia
(6/20/2024)

IAR

North Carolina
(3/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/15/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/10/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/17/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/27/2008

General Securities Principal Examination

Current Firm

FCIG WEALTH MANAGEMENT, LLC

FCIG WEALTH | FCIG WEALTH MANAGEMENT, LLC

CRD#: 329906 / SEC#: 801-129706

RIA

Registered Investment Advisory firm - (3/19/2024 Approved)

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Contact information

Main Address

94 Norwich Road, Plainfield, CT 06374

Mailing Address

Phone number

(877) 420-5234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FCIG WEALTH MANAGEMENT, LLC ADV PART 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts	382
AUM (Assets Under Management)	$ 107,321,402

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

William M. Gilmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Martin Gilmore II's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

IC ADVISORY SERVICES, INC.

THE INVESTMENT CENTER, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FCIG WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2003

SIE

Date: 10/1/2018

Series 31

Date: 8/10/2004

Series 7

Date: 9/17/2003

Series 24

Date: 6/27/2008

Current Firm

FCIG WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FCIG WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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