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Daniel Robert Gilham

Farther

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About Daniel Robert Gilham

Daniel Gilham is an Investment Advisor Representative at Farther. Daniel has been in the industry since January 4, 2008 and holds the Series 6, 7 and 66 licenses. Daniel's firm, Farther, is headquartered in San Francisco, CA, and manages over $2.18 billion in assets under management. Daniel is a Certified Financial Planner and has experience in the areas of portfolio management for individuals, financial planning, and pension consulting. Daniel has previously worked at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Park Avenue Securities LLC.

Firm Information

Daniel Gilham is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Gilham’s Registration & Firm History

FL

09/10/2021 - Present

Farther (Atlantic Beach FL)

FL

03/30/2012 - 09/13/2021

WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)

FL

06/05/2008 - 04/03/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)

FL

01/04/2008 - 06/05/2008

PARK AVENUE SECURITIES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 08/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/03/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daniel Robert Gilham. Review regulatory record here.
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