Robert L. Gilmore

FULCRUM CAPITAL

Seattle, WA 98104

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CRD#: 5217136

Professional summary

Robert Lee Gilmore, CFP®, who also goes by Robert Gilmore, is a registered financial advisor currently at FULCRUM CAPITAL, LLC located in Seattle, Washington.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert 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) TRUTINA FINANCIAL. 10811 MAIN STREET, BELLEVUE, WA 98004. RIA. 200 HRS/MO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lee Gilmore'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

Experience

Current

July 27, 2022 - Present

FULCRUM CAPITAL, LLC

Office #1: 800 Fifth Avenue Suite 3800, Seattle, WA 98104

RIA

CRD#: 145322

Seattle, WA

Past

February 17, 2021 - May 31, 2022

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

BELLEVUE, WA

Past

January 31, 2021 - June 1, 2022

TRUTINA FINANCIAL

RIA

CRD#: 148866

BELLEVUE, WA

Past

February 10, 2017 - December 23, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Seattle, WA

Past

February 10, 2017 - December 23, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Seattle, WA

Past

January 30, 2015 - January 26, 2017

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

TAMPA, FL

Past

January 30, 2015 - January 26, 2017

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

TAMPA, FL

Past

June 30, 2014 - January 9, 2015

CANTELLA & CO., INC.

CRD#: 13905

POETRY, TX

Past

June 11, 2012 - June 12, 2014

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SEATTLE, WA

Past

June 11, 2012 - June 12, 2014

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SEATTLE, WA

Past

May 9, 2012 - May 29, 2012

CORNERSTONE INVESTMENT SERVICES

RIA

CRD#: 129164

POETRY, TX

Past

December 13, 2011 - June 8, 2012

CANTELLA & CO., INC.

RIA

CRD#: 13905

POETRY, TX

Past

November 18, 2011 - June 8, 2012

CANTELLA & CO., INC.

CRD#: 13905

POETRY, TX

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".

FULCRUM CAPITAL, LLC

FULCRUM CAPITAL, LLC | K & J INVESTMENTS

CRD#: 145322 / SEC#: 801-68459

RIA

Registered Investment Advisory firm - (10/23/2007 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

Washington
(7/27/2022)

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: 12/12/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2011

General Securities Representative Examination

Current Firm

FULCRUM CAPITAL, LLC

FULCRUM CAPITAL, LLC | K & J INVESTMENTS

CRD#: 145322 / SEC#: 801-68459

RIA

Registered Investment Advisory firm - (10/23/2007 Approved)

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Contact information

Main Address

800 Fifth Avenue Suite 3800, Seattle, WA 98104

Mailing Address

Phone number

(206) 223-9790

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FULCRUM CAPITAL, LLC ADV 2A 03.14.2025 (3/19/2025)

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.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert L. Gilmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lee Gilmore's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

TRUTINA FINANCIAL

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

CANTELLA & CO., INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

CORNERSTONE INVESTMENT SERVICES

CANTELLA & CO., INC.

CANTELLA & CO., INC.

Primary Firm SEC Registration

FULCRUM CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2011

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2011

Current Firm

FULCRUM CAPITAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FULCRUM CAPITAL, LLC

TRUST BUT VERIFY

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