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gilbaum

gilbaum
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ABOUT
Spent 26 years as a top advisor at UBS and Smith Barney. Formed my own fee-only advisory firm in 2010. We manage about $350 million in four strategies: All-ETF; All equity dividend; All-Energy Equity; Muni bond ladder. Two-time Barrons Winners Circle Top Advisor award recipient.
SNAPSHOT
  • Description: Registered Investment Advisor (RIA).
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Forex
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