Joseph Gilliam, financial advisor Greenwood SC
89 score

Joseph Gilliam

CRD Number: 6188495
Current Firm: Greenwood Capital Associates, LLC

Joseph Gilliam (CRD# 6188495) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Greenwood Capital Associates, LLC Greenwood, SC Apr 2014 - Current 2
Axa Advisors, LLC New York, NY Jul 2013 - Apr 2014 < 1
Phi Delta Theta Clemson, SC Jan 2008 - May 2013 5
Clemson University Abbyville, SC Aug 2000 - Dec 2012 12
Racetrac Petroleum Atlanta, GA May 2012 - Aug 2012 < 1
Bosch Rexroth Fountain Inn, SC Jan 2011 - Jan 2012 1
Imax 3d Myrtle Beach, SC May 2011 - Aug 2011 < 1
Moe's Southwest Grill Clemson, SC Apr 2010 - Nov 2010 < 1
Ruby Tuesday Greenwood, SC May 2009 - Aug 2009 < 1
Belmont Inn Restaurant Abbeyville, SC May 2008 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Joseph W. Gilliam
Phone Number: 864-941-4049
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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