My experience includes 26 years in the financial services industry. In 1994 I opened my office as an independent financial advisor with LPL Financial as my Broker/Dealer. My business is primarily focused on Fee-Based Asset Management. This allows me to make investment decisions based on the client's goals and needs. My goal is to give advice to my clients to address the growth of their assets, not to make commissions on the transactions within the account. Objective advice is my primary product. As an independent investment advisor representative, I have no pressure to recommend particular investments or financial products. Specialties: Fee Based Asset Management, Retirement Income P
David Gilliam
LPL Investment Advisor Representative, Founder and Principal
David P Gilliam & Associates Inc
United States, Indiana, Muncie
About Me
Profile Information
LPL Investment Advisor Representative, Founder and Principal
David P Gilliam & Associates Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Muncie
Indiana
United States
Sep 4, 2024
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