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David Gillimore Location
California, United States
David Gillimore Work
Wealth Advisor @ (March 2022 - Present)
Vice President Wealth Management @ (May 2016 - March 2022)
Senior Investment Consultant @ (September 2008 - July 2014)
Vice President , Investment Advisor @ (March 2007 - September 2008)
Vice President , Investment Advisor @ (August 2005 - March 2007)
Senior Investment Advisor @ (April 2004 - August 2005)
David Gillimore Education
UC Santa Barbara 1996-2001
David Gillimore Skills
Investments
Finance
Asset Allocation
Portfolio Management
Mutual Funds
Securities
Retirement
Asset Management
Retirement Planning
Wealth Management
Strategic Financial Planning
Series 7
Series 63
Marketing
Microsoft Excel
Financial Analysis
Customer Service
Management
Financial Planning
David Gillimore Summary
David Gillimore, based in California, United States, is currently a Wealth Advisor at Liberty Group. David Gillimore brings experience from previous roles at Emerson Equity, TD Ameritrade Institutional, Wells Fargo Advisors and U.S. Bancorp Asset Management. David Gillimore holds a 1996 - 2001 UC Santa Barbara. With a robust skill set that includes Investments, Finance, Asset Allocation, Portfolio Management, Mutual Funds and more. David Gillimore has 2 emails and 3 mobile phone numbers on RocketReach.
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