William Gilmore (CRD# 5325957) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 15 years of experience in the finance industry.
CRD# 6153090
Citigroup Global Markets Inc.
CRD# 5395196
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1073218
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors | San Francisco, CA | Apr 2023 - Current | 1 |
| Portfolio Management Consulting | San Jose, CA | May 2022 - Apr 2023 | < 1 |
| Wells Fargo Clearing Services, LLC | Palo Alto, CA | Nov 2016 - Apr 2022 | 5 |
| Telmate | San Francisco, CA | Aug 2015 - Jul 2017 | 1 |
| Wells Fargo Advisors, LLC | Palo Alto, CA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- CA
-
Total Assets Under Management2,182MILLIONS
-
Total Number of Accounts5,112ACCOUNTS
-
Average Account Value$426,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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