Brad GillmanCRD Number: 3074432
Current Firm: Invesco Advisers, Inc.
Brad Gillman (CRD# 3074432) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Invesco Advisers, Inc.||Atlanta, GA||Feb 2014 - Current||3|
|Invesco Distributors, Inc.||Houston, TX||Nov 2010 - Current||7|
|Janus Distributors LLC||Denver, CO||Oct 2005 - Aug 2010||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Dec 2003|
Total Assets Under Management401,088MILLIONS
Total Number of Accounts21,346ACCOUNTS
Average Account Value$18,789,823
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV