Kathleen Gilmore
Investment adviser representative at Clifford Swan Investment Counselors
19 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$4.5BFirm 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
Experience
19 years in the industry.
- Clifford Swan Investment CouselJul 2020 to now
- Clifford Swan Investment CounselorsOct 2002 to now
- Clifford Swan Investment CounselNov 2007 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 4 states (CA, LA, NM, UT).
Clifford Swan Investment Counselors
Legal name: Clifford Swan Investment Counsel LLC
$4.5BAssets managed
970Clients
17Advisers
27 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
- 4576093
- Firm CRD
- 108033