Robert
Gilmore
Fulcrum Capital, LLC
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About this Advisor
Robert Gilmore is a certified financial planner who works out of Seattle, Washington, with a total of 1 year of relevant experience. Gilmore currently works for Fulcrum Capital, LLC. Gilmore has gained experience at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Lonestar Financial Education, Cantella & Co., Inc, Cornerstone Investment Services, LLC, Charles Schwab & Co. Inc, Charles Schwab Bank, Trutina Financial, Private Client Services and Fulcrum Capital, LLC. Gilmore holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Washington. Fulcrum Capital, LLC is a business operating out of Seattle, WA. It handles $746 million in total assets across its 502 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 502 accounts, 89% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually are based on which service is offered. Fee types charged by Fulcrum Capital, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fulcrum Capital, LLC Brokerage Details
$746,266,303
12
502
$1,486,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert Gilmore Work History
Robert has been registered as a financial advisor for 1 years.*
Fulcrum Capital, LLC
Trutina Financial
Private Client Services
Charles Schwab & Co. Inc
Charles Schwab Bank
Usaa Financial Planning Services
Usaa Financial Advisors, Inc
Cantella & Co., Inc
Cornerstone Investment Services, LLC
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Lonestar Financial Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Gilmore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fulcrum Capital, LLC
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
