Jane Gilliam, financial advisor Oberlin KS

Jane Gilliam

CRD Number: 4325869
Current Firm: Lpl Financial LLC

Jane Gilliam (CRD# 4325869) is an Investment Advisor Representative working at Lpl Financial LLC in Oberlin, KS and has over 22 years of experience in the finance industry.

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Lee Gilliam, financial advisor Oberlin KS
Lee E. Gilliam
CRD# 5469119
Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Oberlin, KS Jul 2021 - Current 2
Gilliam Rentals LLC Oberlin, KS Aug 2017 - Jul 2021 3
Zapp Farms, Inc. Mccook, NE Feb 2008 - Jul 2021 13
Various Insurance Carriers For W & R Insurance Agencies Oberlin, KS Jan 2001 - Jul 2021 20
Waddell & Reed, Inc. Oberlin, KS Dec 2000 - Jul 2021 20
Creative Dimensions, Inc. Oberlin, KS Mar 1999 - Sep 2020 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Jane M. Gilliam
Phone Number: 704-733-3300
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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