RG
RG

Richard Gilmore

44 Years of Experience
Atlanta, GA
Broker

Richard Gilmore is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305

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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

Richard is a lender for Atmoreinvestments LLC, a rental real estate business, since 2017. He dedicates a few hours per week to buying, renovating, and selling houses.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
December 2009 - February 2013 · 3 yrs 2 mos
Morgan Keegan & Company, INC.Broker
December 2009 - February 2013 · 3 yrs 2 mos
UBS Financial Services INC.
January 2003 - December 2009 · 6 yrs 11 mos
UBS Financial Services INC.Broker
October 2002 - December 2009 · 7 yrs 2 mos
Salomon Smith Barney INC.Broker
January 2002 - November 2002 · 10 mos
The Robinson-Humphrey Company, LLCBroker
May 1988 - January 2002 · 13 yrs 8 mos
Interstate Securities CorporationBroker
March 1984 - May 1988 · 4 yrs 2 mos
J.C. Bradford & CO.Broker
June 1981 - March 1984 · 2 yrs 9 mos
State Registrations13 states
CADEFLGAMDMINCNYOHOKPRSCVA
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.
Richard Gilmore - Financial Advisor | TrueAdvisor