Unclaimed Profile

Priscilla Eleanor Gilmore

WORLD TREE FINANCIAL, LLC·LAFAYETTE, Louisiana

Series 6, Series 7, Series 6617 years registeredWORLD TREE FINANCIAL, LLC

1817 BERTRAND DRIVE, LAFAYETTE, LA 70506CRD# 4612719Firm CRD# 151663

Profile Verification

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

Identity

Priscilla Eleanor Gilmore · LAFAYETTE, LA

Registration

CRD #4612719 · WORLD TREE FINANCIAL, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORLD TREE FINANCIAL, LLC

WORLD TREE FINANCIAL, LLC

Dec 2009 – Mar 2019

LAFAYETTE, LA

CHASE INVESTMENT SERVICES CORP.

Jun 2009 – Dec 2009

LAFAYETTE, LA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 66

Registration record

First registered · June 15, 2009

Years registered · 17

Disclosure History

2018Civil·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WORLD TREE FINANCIAL, LLC

CRD 151663 · SEC 801-70736

AUM

$48M

Regulatory assets under management

Employees

340 client accounts

Services offered by WORLD TREE FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WORLD TREE FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Priscilla Eleanor Gilmore offer?

Priscilla Eleanor Gilmore specializes in Investment Management, Wealth Management.

What are Priscilla Eleanor Gilmore's credentials?

Priscilla Eleanor Gilmore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Priscilla Eleanor Gilmore located?

Priscilla Eleanor Gilmore is based in LAFAYETTE, Louisiana, last registered with WORLD TREE FINANCIAL, LLC.

How does Priscilla Eleanor Gilmore charge for services?

Priscilla Eleanor Gilmore's firm is compensated through percentage of aum, other: fees may be negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORLD TREE FINANCIAL, LLC?

WORLD TREE FINANCIAL, LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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