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David Gilliam

LPL Investment Advisor Representative, Founder and Principal

David P Gilliam & Associates Inc

United States, Indiana, Muncie

About Me

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

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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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