David Gillimore

from Liberty Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
David Gillimore is a financial advisor based in California, Oakland, with 23 years of experience. David currently works for Liberty Wealth Management, LLC. David maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Gillimore works at Liberty Wealth Management, LLC
Liberty Wealth Management, LLC is a financial advisory firm based in Oakland, California. It currently has approximately $875,939,408 of assets under management and employs about 22 people. Liberty Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor - third-party management program.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and solicitor - third-party management program
Office location
411 30th Street, 2nd Floor, Oakland, California, 94609

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