Paul Gillham
Paul Gillham is a registered investment advisor at Osaic Wealth, INC., based in Maitland, FL, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Maitland, FL
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Regulatory History (2)
Regulatory
January 2004Regulatory
October 2003Other Business ActivitiesSells Insurance
Paul is an owner/operator involved in insurance sales since 2011, dedicating minimal time to this activity. He also works as an investment advisor with Securities America Advisors since 2012, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Eagle One Investments, LLC
Eagle One Investments, LLCBroker
Midwestern Securities Trading Company, LLCBroker
Midwestern Securities Trading Co.,llc
Birchtree Financial Services, INC.Broker
Investment Centers of America, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.