linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Duane Jerrod Gillman

Everhart Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Duane? Claim Your Profile

About Duane Jerrod Gillman

Duane Gillman is an investment advisor representative at Everhart Advisors. Duane has been in the industry since 2009 and has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Duane is registered to provide investment advice in Ohio. Duane is also a notary public and is available to notarize documents.

Firm Information

Duane Gillman is currently registered with Everhart Advisors. Everhart Advisors, based in Dublin, OH, is a registered investment advisor with over 1445 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They are also the publisher of periodicals. Everhart Advisors serves clients across various categories, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm employs 8 licensed agents and 22 investment advisor representatives.
Everhart Advisors

535 METRO PLACE SOUTH

DUBLIN, OH 43017

$1.45B

Assets Under Management

493

Total Clients

27

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Duane Gillman’s Registration & Firm History

OH

03/04/2016 - Present

Everhart Advisors (Miamisburg OH)

OH

11/01/2013 - 03/30/2020

MID ATLANTIC CAPITAL CORPORATION (MIAMISBURG OH)

OH

04/09/2009 - 11/27/2013

PROEQUITIES, INC. (DAYTON OH)

Not sure if Duane Jerrod Gillman is right for you?

Licenses & Designations

IA

Issued 12/22/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Duane Jerrod Gillman. Review regulatory record here.
Not sure if Duane Jerrod Gillman is right for you?