Robert L. Gilmore
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Lee Gilmore, CFP®, who also goes by Robert Gilmore, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2011. Robert had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 27, 2022 - January 28, 2026
FULCRUM CAPITAL, LLC
February 17, 2021 - May 31, 2022
PRIVATE CLIENT SERVICES, LLC
January 31, 2021 - June 1, 2022
TRUTINA FINANCIAL
February 10, 2017 - December 23, 2019
CHARLES SCHWAB & CO., INC.
February 10, 2017 - December 23, 2019
CHARLES SCHWAB & CO., INC.
January 30, 2015 - January 26, 2017
USAA FINANCIAL PLANNING SERVICES
January 30, 2015 - January 26, 2017
USAA FINANCIAL ADVISORS, INC.
June 30, 2014 - January 9, 2015
CANTELLA & CO., INC.
June 11, 2012 - June 12, 2014
USAA FINANCIAL PLANNING SERVICES
June 11, 2012 - June 12, 2014
USAA FINANCIAL ADVISORS, INC.
May 9, 2012 - May 29, 2012
CORNERSTONE INVESTMENT SERVICES
December 13, 2011 - June 8, 2012
CANTELLA & CO., INC.
November 18, 2011 - June 8, 2012
CANTELLA & CO., INC.
Primary Firm SEC Registration
FULCRUM CAPITAL, LLC
CRD#: 145322 / SEC#: 801-68459
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FULCRUM CAPITAL, LLC
CRD#: 145322 / SEC#: 801-68459
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 632 |
| AUM (Assets Under Management) | $ 975,924,657 |
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.
