David Gilliam, financial advisor Muncie IN

David Gilliam

CRD Number: 1461865
Current Firm: David P. Gilliam & Associates, Inc.

David Gilliam (CRD# 1461865) is an Investment Advisor Representative working at David P. Gilliam & Associates, Inc. in Muncie, IN and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
David P. Gilliam & Associates, Inc. Muncie, IN Dec 2016 - Current 7
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Muncie, IN Feb 1994 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
Contact Info for David P. Gilliam
Phone Number: 765-281-0012
Registered State(s):
  • FL
  • IN
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $270,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IN, LA, OH, TX

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