David Keith Gilmore
Investment adviser representative at Equity Wealth Partners, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$258.6MFirm 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
14 years in the industry.
- Ga Portfolio, LLCJun 2024 to now
- Equity Wealth Partners, LLCJan 2022 to now
- Purshe Kaplan Sterling Investments, Inc.Jan 2022 to now
- Ameriprise Financial Services, Inc.Nov 2012 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Equity Wealth Partners, LLC
$258.6MAssets managed
939Clients
7Advisers
4 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
- 6104656
- Firm CRD
- 317224