Joseph Gilleland (CRD# 2020951) is an Investment Advisor Representative working at Creativeone Securities, LLC in Stony Point, NC and has over 33 years of experience in the finance industry.
CRD# 4682375
Jarrod Adams Investing, LLC
CRD# 4420979
Osaic Wealth, Inc.
CRD# 7063689
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Client One Securities, LLC | Leawood, KS | Jan 2019 - Current | 5 |
Royal Alliance Associates, Inc. | Stony Point, NC | Nov 2018 - Dec 2018 | < 1 |
Signator Investors, Inc. | Nashville, TN | May 2016 - Nov 2018 | 2 |
Blue Ridge Coastal Financial Services Group | Mount Pleasant, SC | Mar 2008 - Nov 2017 | 9 |
Transamerica Financial Advisors, Inc. | Stony Point, NC | Jan 2014 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1990 |
S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- NC
-
Total Assets Under Management1,719MILLIONS
-
Total Number of Accounts22,082ACCOUNTS
-
Average Account Value$77,839
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.