William Fraser Gilmore
Investment adviser representative at Farther
17 yearsExperience
1 stateRegistered in
$16BFirm assets
7 yearsFirm in business
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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
17 years in the industry.
- FartherApr 2023 to now
- Farther Finance AdvisorsApr 2023 to now
- Portfolio Management ConsultingMay 2022 to Apr 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2022
- TelmateAug 2015 to Jul 2017
- Wells Fargo Advisors, LLCMay 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 5325957
- Firm CRD
- 302050