David Gilmore is a CFP-designated registered investment advisor, based in Independence, MO, with 13 years of industry experience.
Location
4700 S Cedar Crest Ct, Independence, MO, 64055
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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
David is a co-owner of Equity Wealth Partners, providing investment advice and financial planning, dedicating nearly full-time hours. He also sells fixed/traditional insurance products through Fixed Insurance and PKS Financial, and owns residential rental properties.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Equity Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations7 states
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