Advisor at FCIG Wealth Management, LLC
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Firm
FCIG Wealth Management, LLC
Location
Atlanta, GA 30338
Credentials
CFP®, Series 66
Industry experience
22 years
William Gilmore II is a CFP® professional with 22 years of industry experience. He is currently with FCIG Wealth Management, LLC and has previously worked at Cambridge Investment Research and The Investment Center. Outside of advisory work, he serves as president of an independent insurance agency. FCIG Wealth Management provides advisory services primarily through a selection-of-other-advisers model combined with financial planning. The firm prepares Investment Policy Statements, applies Modern Portfolio Theory, and recommends third-party managers after due diligence, with client assets typically managed externally and reviewed quarterly.
Based on FCIG Wealth Management, LLC
Based on FCIG Wealth Management, LLC
$500 to $10,000 depending on complexity for stand-alone financial planning services (may be waived if plan is implemented through FWML)
Up to 2% annually (negotiable, includes sub-advisor fees)
1117 Perimeter Center West W212
Atlanta, GA 30338
Connecticut · Georgia · North Carolina
FCIG Wealth Management, LLC
2024 - Present (2 years)
Cambridge Investment Research/CIRA
2020 - 2024 (4 years)
Cambridge Investment Research Advisors
2020 - 2024 (4 years)
Cambridge Investment Research, Inc.
2020 - 2024 (4 years)
The Investment Center Inc
2015 - 2020 (5 years)
The Investment Center/IC Advisory Services
2015 - 2020 (5 years)
Ic Advisory Services Inc
2015 - 2020 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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