Joseph GillelandCRD 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 27 years of experience in the finance industry.
Securities America Advisors, Inc.
Woodbury Financial Services, Inc.
Transamerica Retirement Advisors, LLC
|Signator Investors, Inc.||Stony Point, NC||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Stony Point, NC||Jan 2014 - Current||4|
|Blue Ridge Coastal Financial Services Group||Mt Pleasant, SC||Mar 2008 - Current||9|
|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|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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)
- Educational seminars/workshops
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