Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Raymond Gilliam is a financial professional with over 14 years of experience in the industry. Charles is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and has been with the firm since June 2012. Prior to that, Charles worked for Scottrade, Inc. and TD Ameritrade, Inc. Charles is a Series 63, Series 7, and SIE licensed professional. Charles is registered to provide investment advice in all 50 states. Charles specializes in individual, high-net-worth, and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
06/21/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
11/04/2010 - 01/30/2012
SCOTTRADE, INC. (IRVING TX)
TX
08/24/2006 - 02/23/2009
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Gilliam is the right advisor for you? Invested Better is here to help.
