Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gilliland is a financial advisor at Valeo Financial Advisors, LLC. David has been a registered Investment Advisor Representative since March 2019. David holds the Series 7, Series 66, and SIE exams. David has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. David's specializations include providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Percentage of client net worth
1
2
IN
03/19/2019 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
TN
02/08/2017 - 11/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
BOTH
Issued 03/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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