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About DAVID P. GILLIAM & ASSOCIATES, INC.
DAVID P. GILLIAM & ASSOCIATES, INC. is a leading financial advisory firm that provides expert advice to clients in managing their finances. The firm has been in the financial industry for over 20 years, and its team of advisors is highly experienced and qualified to help clients achieve their financial goals.
How the Firm Helps Clients – Key Takeaways:
Facts and Insights:
DAVID P. GILLIAM & ASSOCIATES, INC. offers a wide range of financial services to help clients with their financial planning and management. Its team of advisors takes a personalized approach to understand each client’s unique needs and provide tailored solutions that align with their goals.
The firm also stays updated with the latest financial trends and insights to provide clients with the best investment strategies and recommendations. This enables clients to make informed decisions and achieve their financial goals in a timely manner.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
DAVID P. GILLIAM & ASSOCIATES, INC. offers a wide range of financial services, including:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
Client Types:
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. Its specialized team of advisors has the expertise to address the unique financial needs of each client, regardless of their financial background.
Fees & Compensation:
The fees and compensation structure at DAVID P. GILLIAM & ASSOCIATES, INC. is transparent and fair. The firm charges a percentage of the assets under management as fees, which means its interests are aligned with its clients to achieve their financial goals. The firm also provides fee-only services, ensuring that its advisors are not incentivized to recommend certain investments over others.
Background:
DAVID P. GILLIAM & ASSOCIATES, INC. was founded by David P. Gilliam, who has over 30 years of experience in the financial industry. He holds advanced degrees in finance and has numerous certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He leads a team of highly skilled and experienced advisors who are dedicated to providing the best financial advice to clients.
Financial Advisor Disclosures to Know:
As a financial advisory firm, DAVID P. GILLIAM & ASSOCIATES, INC. adheres to the strictest compliance standards to ensure transparency and trust with its clients. The firm discloses all potential conflicts of interest and any legal or regulatory actions against its advisors or the firm.
In conclusion, DAVID P. GILLIAM & ASSOCIATES, INC. is a trusted financial advisory firm that helps clients achieve their financial goals with its personalized approach, expert advice, and transparent fee structure. With a team of highly qualified and experienced advisors, the firm is dedicated to providing the best financial solutions to its clients and helping them secure their financial future.