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Eric Gilliam

Fifth Third Securities, Inc.

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About Eric Gilliam

Eric Gilliam is a registered representative with Fifth Third Securities, Inc. Eric is licensed to provide securities advice in Tennessee. Eric is a licensed Investment Adviser Representative and is also registered with the state of Tennessee. Eric has been in the securities industry for over 3 years. Eric's professional experience includes roles at Fifth Third Bank, ThorSport Farm, Woodstock Animal Hospital, and Fifth Third Securities. Eric has successfully completed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Eric holds the Series 63, Series 65 and Series 6TO licenses and is a licensed Investment Adviser Representative. Eric's firm specializes in providing investment advisory services and portfolio management for businesses and individuals.

Firm Information

Eric Gilliam is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

475 SAM RIDLEY PARKWAY

SMYRNA, TN 37167

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

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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percentage of assets

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

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Eric Gilliam’s Registration & Firm History

TN

02/13/2024 - Present

Fifth Third Securities, Inc. (SMYRNA TN)

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Licenses & Designations

IA

Issued 2/9/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/7/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 9/5/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Gilliam.
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