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Mary Gilmore

14 Years of Experience
Plain City, OH
BrokerSells Insurance

Mary Gilmore is a registered investment advisor, based in Plain City, OH, with 14 years of industry experience.

Location

Plain City, OH

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Mary is an agent for Gilmore Enterprises, Inc. since 1996, focusing on insurance, benefits, and human resources, taking nearly full-time. She also has administrative duties for Step Up Wealth Management LLC and works as an advisory representative of a RIA for CIRA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2024 - Present · 2 yrs
Cambridge Investment Research, INC.
September 2024 - Present · 2 yrs
Cambridge Investment Research, INC.Broker
September 2024 - Present · 2 yrs
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
June 2014 - September 2024 · 10 yrs 3 mos
Legend Advisory CORP
April 2011 - November 2012 · 1 yr 7 mos
Legend Equities CorporationBroker
October 2009 - November 2012 · 3 yrs 1 mo
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

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