Unclaimed Profile

David Keith Gilmore

EQUITY WEALTH PARTNERS, LLC·INDEPENDENCE, Missouri

SIE, Series 7, Series 66CFPClean record13 years registeredEQUITY WEALTH PARTNERS, LLC

4700 S CEDAR CREST CT, INDEPENDENCE, MO 64055CRD# 6104656Firm CRD# 317224

Profile Verification

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

Identity

David Keith Gilmore · INDEPENDENCE, MO

Registration

CRD #6104656 · EQUITY WEALTH PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

EQUITY WEALTH PARTNERS, LLC

Jan 2022 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Nov 2012 – Feb 2022

INDEPENDENCE, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 13, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUITY WEALTH PARTNERS, LLC

CRD 317224 · SEC 801-122943

AUM

$196M

Regulatory assets under management

Employees

1,329 client accounts

Services offered by EQUITY WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EQUITY WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does David Keith Gilmore offer?

David Keith Gilmore specializes in Financial Planning, Investment Management. Contact their office in INDEPENDENCE, Missouri for a consultation.

What are David Keith Gilmore's credentials?

David Keith Gilmore holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Keith Gilmore located?

David Keith Gilmore is based in INDEPENDENCE, Missouri, working with EQUITY WEALTH PARTNERS, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does David Keith Gilmore charge for services?

David Keith Gilmore's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITY WEALTH PARTNERS, LLC?

EQUITY WEALTH PARTNERS, LLC has approximately 7 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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