Loretta Gilliam
Loretta Gilliam is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, OH, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
138 Putnam St, Marietta, OH, 45750
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Security Capital Management
Hazlett, Burt & Watson, INC.Broker
State Registrations11 states
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