John Troy Gilmore
Investment adviser representative at Kingswood Wealth Advisors, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Kingswood Wealth Advisors, LLCAug 2026 to now
- Kingswood Capital PartnersAug 2026 to now
- The Leaders Group, Inc.May 2018 to now
- Tpg Financial, IncMay 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4445023
- Firm CRD
- 288792