Joseph Gilleland, financial advisor Stony Point NC

Joseph Gilleland

CRD Number: 2020951
Current Firm: Creativeone Securities, LLC

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.

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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
Contact Info for Joseph R. Gilleland
Phone Number: 913-814-6097
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,719
    MILLIONS
  • Total Number of Accounts
    22,082
    ACCOUNTS
  • Average Account Value
    $77,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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

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

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