Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerard Gilliland is a financial advisor with over 30 years of experience in the industry. Daniel currently works with Integrated Wealth Concepts LLC. Daniel has worked for several financial institutions including Lincoln Financial Advisors Corporation, Securities Service Network, Inc., and Medallion Investment Services, Inc. Daniel has a broad range of experience in the industry, including investment advisory services, financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel is registered with the state of Virginia and Pennsylvania.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
12/12/2016 - Present
Integrated Wealth Concepts LLC (Fairfax VA)
IN
01/11/2013 - 11/10/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
VA
01/07/2010 - 01/14/2013
SECURITIES SERVICE NETWORK, INC. (FALLS CHURCH VA)
VA
01/16/2002 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (FALLS CHURCH VA)
MA
01/06/2000 - 12/31/2001
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
GA
01/01/1996 - 12/31/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/13/1992 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
IA
Issued 12/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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