David
Gilliam
David P. Gilliam & Associates, Inc
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About this Advisor
David Gilliam is a financial advisor based in Muncie, Indiana, working with David P. Gilliam & Associates, Inc. David has previously held positions at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.) and David P. Gilliam & Associates, Inc. David has passed the Series 63 regulatory exam and is registered to provide services in Florida, Indiana, Louisiana, and Texas. Currently, David is part of David P. Gilliam & Associates, Inc, which operates out of Muncie, Indiana. The firm has 62 employees and manages assets totaling $136.7 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 David P. Gilliam & Associates, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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David P. Gilliam & Associates, Inc Brokerage Details
$136,683,996
62
506
$270,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Gilliam Work History
David P. Gilliam & Associates, Inc
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Disclosures
Please visit the SEC profile of David 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 David P. Gilliam & Associates, Inc
Muncie, IN
Muncie, IN
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