Angela Gilmore

Business Development Officer & Compliance Liaison at My RIA Lawyer

Angela Gilmore, ACS, AIAA, currently serves as the Business Development Officer & Compliance Liaison at My RIA Lawyer since September 2024. Previously, Angela held various roles at Preferred Capital Securities, LLC from August 2016 to September 2024, including Senior Sales Analyst, National Accounts Analyst & Operations Liaison, and Senior National Accounts Specialist. Prior to that, Angela worked as Operations Manager for Direct Business at JP Turner & Company, LLC from April 2007 to December 2015. Angela's career also includes a position as Marketing Manager at MassMutual Financial Group from July 2005 to April 2007 and Client Services Manager at Principal Financial Group between August 1996 and May 2003. Educational qualifications include a Paralegal Certificate from Keiser College and an Associate of Science degree from Fort Lauderdale College.

Location

Sautee, United States

Links

Previous companies


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices


My RIA Lawyer

You work hard to grow your business and create the life of your dreams. Now you need to protect it. We are attorneys focused exclusively on protecting the businesses and lifestyles of financial advisers from abusive regulators. It is our passion and sole niche. Located in Atlanta near SunTrust Park, we represent clients throughout the United States. We provide services to serve your firm- from RIA registration to ongoing compliance services to legal defense against client complaints and regulatory actions. Choosing An Experienced RIA Lawyer Is A Wise Decision My RIA Lawyer has a proven record of protecting financial advisers by helping them create strong compliance systems and empowering them to fight back when regulators threaten their business and livelihood. We are ready to support your business so that you can focus on the best use of your time- helping as many investors as possible. Personal attention is central to our mission. Our goal is to keep nosy regulators out of your business and out of your wallet. When we aren’t helping firms avoid regulators by putting in place robust compliance systems, we are vigorously defending them against client and regulatory actions.


Employees

1-10

Links