DG
DG

Donald Gillis

23 Years of Experience
Highland, MI
Broker

Donald Gillis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Highland, MI, with 23 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2753 South Milford Road, Suite 101, Highland, MI, 48357

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Donald is an owner of The Gillis Group, a support company, since 2009. He works as a financial advisor, dedicating about half his time to this business, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.Broker
November 2002 - January 2004 · 1 yr 2 mos
State Registrations10 states
COFLINMIMONVOHSCTNWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Donald Gillis - Financial Advisor | TrueAdvisor