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Nathan Gillmore

7 Years of Experience
Tomball, TX
Broker

Nathan Gillmore is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tomball, TX, with 7 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

14235 Fm 2920, Tomball, TX, 77377

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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

Nathan's wife controls a multi-level marketing activity reported under his social security number, and he is a partner in a storage and rental facility. He also works as a financial advisor for Woodforest Financial Services and Woodforest Wealth, dedicating about half of his time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Edward Jones
November 2018 - October 2024 · 5 yrs 11 mos
Edward JonesBroker
August 2018 - October 2024 · 6 yrs 2 mos
State Registrations26 states
AKARAZCACOCTFLGAKSKYLAMIMSNCNENJNVNYOHOKORSCTNTXVAWA
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.
Nathan Gillmore - Financial Advisor | TrueAdvisor