Chad Gilliam
Chad Gilliam is a registered investment advisor at David P. Gilliam & Associates, INC., based in Muncie, IN, with 19 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 342 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Location
2600 West Jackson, Muncie, IN, 47303
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Chad is associated with David P. Gilliam & Associates, Inc. as a DBA for LPL business and as a Registered Investment Advisor. He dedicates nearly full-time hours to providing investment advisory services through this independent firm, which is separate from LPL Financial.
Employment History
Current Registrations
David P. Gilliam & Associates, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Transamerica Capital, INC.Broker
Chadwick Securities, INC.Broker
Lincoln Financial Distributors, INC.Broker
Afba Five Star Securities CompanyBroker
Linsco/private Ledger CORP.Broker
State Registrations8 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.