David Gillimore Email & Phone Number
Wealth Advisor @ Liberty Group
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David Gillimore Location
- California, United States
David Gillimore Work
- 2022 -now Wealth Advisor @
- 2016 -2022 Vice President Wealth Management @
- 2008 -2014 Senior Investment Consultant @
- 2007 -2008 Vice President , Investment Advisor @
- 2005 -2007 Vice President , Investment Advisor @
- 2004 -2005 Senior Investment Advisor @
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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