Advisors at this firm
David G
Series 63
Muncie, IN
David P. Gilliam & Associates, Inc.
David Gilliam is a financial advisor at David P. Gilliam & Associates, Inc. in Muncie, IN, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1994 before founding his own firm in 2016. His outside activities include operating his advisory business as a hybrid RIA and offering financial plans on an hourly basis. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with third-party advisory programs through LPL Financial, employing technical analysis and allowing clients to impose written investment restrictions.
Samuel C
Series 66
Muncie, IN
David P. Gilliam & Associates, Inc.
Samuel Campbell is a financial advisor at David P. Gilliam & Associates, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he serves on the boards of the Martin Riverside Society and Sigma Phi Epsilon AVC in Muncie, Indiana. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with LPL-managed programs and employs technical analysis in security selection, offering both discretionary and non-discretionary portfolio management options.
Chad G
Series 63, Series 65
Muncie, IN
David P. Gilliam & Associates, Inc.
Chad Gilliam is a financial advisor with David P. Gilliam & Associates, Inc. in Muncie, Indiana, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with David P. Gilliam & Associates since 2016 and also maintains an affiliation with LPL Financial dating back to 2010. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management services primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm employs a combination of custom discretionary strategies and LPL-managed programs, incorporating technical analysis and offering clients options for discretionary and non-discretionary portfolio management.
