Gary Mitchell Gore
Professional Summary
Gary Mitchell Gore, who also goes by Gary Gore, is a registered financial advisor currently at ACIMA PRIVATE WEALTH LLC located in Richmond, Virginia. Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gary has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gary Gore
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
ACIMA PRIVATE WEALTH LLC
Contact Information
Main Address
1801 Bayberry Court Suite 301, Richmond, VA 23226Phone Number
(804) 422-8450# of Employees
7SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
135AUM (Assets Under Management)
$420,356,892Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ACIMA PRIVATE WEALTH LLC
State Registrations and Notice Filings
(5/10/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Gary Mitchell Gore's CRS (Customer Relationship Summary).
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