Tanya Gilliam (CRD# 2573436) is an Investment Advisor Representative working at Berry Wealth Group in Granbury, TX and has over 29 years of experience in the finance industry.
CRD# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
CRD# 4578669
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berry Wealth Group, LP | Granbury, TX | Sep 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Granbury, TX | Jul 2021 - Sep 2023 | 2 |
| Raymond James Financial Services Advisors, Inc. | Granbury, TX | Jul 2021 - Sep 2023 | 2 |
| Unemployed | Tolar, TX | Jun 2020 - Jul 2021 | 1 |
| Raymond James Financial Services, Inc. | Stephenville, TX | Feb 2018 - Jun 2020 | 2 |
| Raymond James Financial Services Advisors Inc. | Stephenville, TX | Feb 2018 - Jun 2020 | 2 |
| Unemployed | Tolar, TX | Jun 2017 - Feb 2018 | < 1 |
| Raymond James Financial Services Advisors Inc. | Granbury, TX | Sep 2014 - Jun 2017 | 2 |
| Raymond James Financial Services, Inc. | Granbury, TX | Aug 2014 - Jun 2017 | 2 |
| Unemployed | Tolar, TX | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
- TX
-
Total Assets Under Management230MILLIONS
-
Total Number of Accounts899ACCOUNTS
-
Average Account Value$255,512
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.