Daniel Gilmore
Daniel Gilmore is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bradenton, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4900 Manatee Ave W, Suite 203, Bradenton, FL, 34209
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is involved in several rental real estate businesses, including owning properties directly and through LLCs. He also acts as an agent on life insurance policies for clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Royal Alliance Associates, INC.Broker
Investment Management & Research, INCBroker
Pebsco Securities CORP.Broker
State Registrations21 states
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