Joseph Gilleland, financial advisor Stony Point NC
93 score

Joseph Gilleland

CRD Number: 2020951
Current Firm: Signator Investors, Inc.

Joseph Gilleland (CRD# 2020951) is an Investment Advisor Representative working at Signator Investors, Inc. in Stony Point, NC and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Stony Point, NC May 2016 - Current < 1
Transamerica Financial Advisors, Inc. Stony Point, NC Jan 2014 - Current 2
Blue Ridge Coastal Financial Services Group Mt Pleasant, SC Mar 2008 - Current 8
Atlantic Coast Advisory Group Mount Pleasant, SC Apr 2005 - Dec 2013 8
Ing Financial Partners Mt Pleasant, SC Apr 2005 - Dec 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for Joseph R. Gilleland
Phone Number: 800-543-6611
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
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
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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