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Kimberly Gilgeours

Advisor at The World Changers Investments, LLC

Updated today

Location

Valley Stream, NY 11710

Credentials

Series 63, Series 65

Industry experience

7 years

About

Kimberly Gilgeours is a financial advisor with The World Changers Investments, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Transamerica Financial Advisors, Inc., World Financial Group, and AFlac. She is also involved with Butterfly Focus Public Speak, a public speaking venture. The World Changers Investments, LLC is a state-registered investment adviser formed in 2023 that provides investment management through co-advisory and sub-advisory arrangements to a diverse client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm offers model-based and customized strategies, working with third-party managers and a range of custodians, and serves a variety of client types beyond typical retail and high-net-worth households.

Client services

Based on The World Changers Investments, LLC

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on The World Changers Investments, LLC

Private / alternative investments Options & derivatives strategies

Occupation focus

Based on The World Changers Investments, LLC

Founder/Business Owner

Fee options

Percentage

Maximum of 2% annually, fees charged by third-party asset managers on a monthly basis in arrears, with potential for lower fees at discretion

Location

70 East Sunrise Hwy, Suite 500

Valley Stream, NY 11710

Most active in

New York

Work history

The World Changers

2023 - Present (3 years)

The World Changers Investments

2023 - Present (3 years)

LSPN Pro LLC

2023 - 2023 (1 year)

Benefit Mall

2021 - 2023 (2 years)

Transamerica Life Insurance Company

2021 - 2023 (2 years)

Butterfly Focus Public Speak

2020 - 2023 (3 years)

Transamerica Financial Advisors, Inc

2016 - 2023 (7 years)

World Financial Group, INC.

2015 - 2023 (8 years)

AFlac

2014 - 2022 (8 years)

Minai Inc.

2007 - 2024 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance
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Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Retirement income strategy
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