A complete list of active advisors currently associated with David P. Gilliam & Associates, Inc.
Warmer can help you find a great advisor at David P. Gilliam & Associates, Inc. or one who fits your needs even better.
David P. Gilliam & Associates provides financial planning and portfolio management primarily to individual and high‑net‑worth clients, as well as corporations, charities and retirement plans. The firm offers both customized discretionary and non‑discretionary management and also makes available several LPL‑sponsored programs (Optimum Market Portfolios, Model Wealth Portfolios and the algorithm‑based Guided Wealth Portfolios), with custody and clearing provided by LPL Financial. Portfolios are tailored to each client’s objectives, time horizon and risk tolerance, and clients may impose written restrictions on their accounts; holdings are reviewed monthly with quarterly rebalancing as appropriate. The firm’s investment analysis draws on technical analysis, third‑party research and computer models, and it combines adviser‑directed management with LPL’s model and algorithmic strategies for certain accounts. Compared with many supported firms, David P. Gilliam & Associates acts as a wrap fee program sponsor and offers individualized wrap accounts, a relatively uncommon arrangement for firms of this size. The advisory team is dually registered with LPL and may recommend brokerage or insurance products (a disclosed potential conflict managed through its Code of Ethics and fiduciary policies); the firm reports roughly $187 million in discretionary assets under management across a three‑advisor team.
To learn more about the advisors currently working at David P. Gilliam & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Muncie, IN
| 2
| |
Muncie, IN
| 19
| |
Muncie, IN
| 39
|
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