Thomas Gilliam, financial advisor Chesterfield MO
93 score

Thomas Gilliam

CRD Number: 1252344
Current Firm: Ameritas Investment Corp

Thomas Gilliam (CRD# 1252344) is an Investment Advisor Representative working at Ameritas Investment Corp in Chesterfield, MO and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp Chesterfield, MO Jun 2006 - Current 10
Ameritas Life Insurance Corp Lincoln, NE Jun 2006 - Current 10
Carillon Group Inc. Chesterfield, MO Jan 1996 - Current 20
Carillon Benefit Service Inc. Chesterfield, MO Jan 1996 - Current 20
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Cincinnati, OH Jan 1996 - Dec 2011 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Thomas J. Gilliam
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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