Unclaimed Profile

William Gordon Gilbert

THE CAPROCK GROUP, LLC·BOISE, Idaho

Series 7, Series 31, Series 63, Series 65Clean record28 years registeredTHE CAPROCK GROUP, LLC

800 WEST MAIN STREET, BOISE, ID 83702CRD# 2628415Firm CRD# 124272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Gordon Gilbert · BOISE, ID

Registration

CRD #2628415 · THE CAPROCK GROUP, LLC · 28 years registered

Brand Profile

Not yet started

Career History

THE CAPROCK GROUP, LLC

Aug 2005 – present

CITIGROUP GLOBAL MARKETS INC.

Jan 1998 – Aug 2005

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · January 15, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE CAPROCK GROUP, LLC

CRD 124272 · SEC 801-61642

AUM

$9.4B

Regulatory assets under management

Employees

386 client accounts

Services offered by THE CAPROCK GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at THE CAPROCK GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does William Gordon Gilbert offer?

William Gordon Gilbert specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOISE, Idaho for a consultation.

What are William Gordon Gilbert's credentials?

William Gordon Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Gordon Gilbert located?

William Gordon Gilbert is based in BOISE, Idaho, working with THE CAPROCK GROUP, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does William Gordon Gilbert charge for services?

William Gordon Gilbert's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CAPROCK GROUP, LLC?

THE CAPROCK GROUP, LLC has approximately 63 employees and manages $9.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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