Robert
Gilmore

Charles Schwab & Co., Inc

CRD#5217136
Investment Advisor
in Seattle, WA
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About this Advisor

Robert Gilmore is a certified financial planner working out of Seattle, Washington, with 10 years of financial industry experience. Gilmore works at Charles Schwab & Co., Inc. The advisor has gained experience at Cantella And Co., Inc, Black Frior Pub, Cornerstone Investment Services, LLC, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Lonestar Financial Education and Cantella & Co., Inc. Gilmore holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Washington. Charles Schwab & Co., Inc is a financial advisory company that has its headquarters in Seattle, Washington. The company has offices in 370 locations and a total of 14,879 financial advisors. The business has a set of services, including financial planning services, selection of other advisers and other services. Financial management fees typically depend on which service is provided. Fee types billed by Charles Schwab & Co., Inc likely consist of some combination of hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

508 Union St
Seattle, WA 98101-2309

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

WA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Robert Gilmore Work History

Robert has 10 years of experience.

2018 - Present (1 years)

Uber

2017 - Present (2 years)

Charles Schwab & Co., Inc

2017 - Present (2 years)

Charles Schwab Bank

2015 - 2017 (2 years)

Usaa Financial Planning Services

2015 - 2017 (2 years)

Usaa Financial Advisors, Inc

2014 - 2015 (1 years)

Cantella & Co., Inc

2014 - 2015 (1 years)

Cornerstone Investment Services, LLC

2012 - 2014 (2 years)

Usaa Financial Advisors, Inc

2012 - 2014 (2 years)

Usaa Financial Planning Services

2012 - 2013 (1 years)

Lonestar Financial Education

2011 - 2012 (1 years)

Cantella And Co., Inc

2011 - 2012 (1 years)

Cornerstone Investment Services, LLC

2008 - 2011 (3 years)

Black Frior Pub

2008 - 2011 (3 years)

Odelay, LLC

Disclosures

Robert Gilmore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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