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Cynthia Gilmore

42 Years of Experience
Tampa, FL
Broker

Cynthia Gilmore is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1101 W Swann Ave, Tampa, FL, 33606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cynthia is a partner in WSPRJ, LLC, formed to pay rent for an office space for her team's RJAS office since 2018. This takes about 10-20% of Cynthia's time.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2009 - Present · 17 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2009 - Present · 17 yrs 2 mos
Raymond James & Associates, INC.
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley
January 1991 - April 2007 · 16 yrs 3 mos
Morgan Stanley Dw INC.Broker
April 1984 - April 2007 · 23 yrs
A. G. Edwards & Sons, INC.Broker
August 1983 - April 1984 · 8 mos
State Registrations23 states
ALCACOFLGAILINMAMDMNMSNCNMNVNYOHORPARISCTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Cynthia Gilmore - Financial Advisor | TrueAdvisor