James Gilmore is a registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9900 Nicholas St Ste 360, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as a registered sales assistant for Curnes Financial Group and as a financial professional for CFG Advisors. These activities involve assisting staff and clients with trades, researching investment opportunities, developing investment strategies, and general financial services, taking up a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations13 states
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