Thaddeus
Gilliam
Verisail Partners, LLC
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About this Advisor
Thaddeus Gilliam is a certified financial planner working in Atlanta, Georgia, who has 13 years of industry experience. Gilliam is an employee of Verisail Partners, LLC. They have spent their complete time as a financial advisor at Verisail Partners, Llc. Gilliam maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Verisail Partners, LLC is a registered investment firm based in Atlanta, GA. The investment advisory business has just five advisors. It administers $187 million in assets among its 890 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The advisory firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely are based on which services the firm provides the client. Fees billed by Verisail Partners, LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verisail Partners, LLC Brokerage Details
$187,443,000
5
890
$210,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thaddeus Gilliam Work History
Thaddeus has been registered as a financial advisor for 13 years.*
Veritas Planning Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thaddeus Gilliam 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 Verisail Partners, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
