Mark
Gillam
Mark Gillam Enterprises
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About this Advisor
Mark Gillam is a financial advisor based in Davis, California, working with Mark Gillam Enterprises. Mark has previously held positions at Mark Gillam Enterprises and Transamerica Financial Advisors, Inc. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Mark is part of Mark Gillam Enterprises, which operates out of Davis, California. The firm has 6 employees and manages assets totaling $204.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mark Gillam Enterprises includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
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Mark Gillam Enterprises Brokerage Details
$204,398,633
6
457
$447,262
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mark Gillam Work History
Transamerica Financial Advisors, Inc
Mark Gillam Enterprises
Disclosures
Please visit the SEC profile of Mark Gillam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mark Gillam Enterprises
Fair Oaks, CA
Davis, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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