Joseph GillilandCRD Number: 1391475
Current Firm: Raymond James & Associates, Inc.
Joseph Gilliland (CRD# 1391475) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Little Rock, AR and has over 32 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Raymond James & Associates, Inc.||Little Rock, AR||Feb 2009 - Current||9|
|Citigroup Global Markets Inc.||Little Rock, AR||Apr 2002 - Feb 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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