Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Edward Gilliam is a financial advisor with LPL Financial LLC. Lee has been in the financial services industry since 2008 and holds licenses for Series 66, SIE and Series 7. Lee is registered with the state of Kansas and works out of the LPL Financial LLC office in Oberlin, Kansas. Lee also has experience in real estate rental and other business activities in addition to their work as a financial advisor. Lee Edward Gilliam is dedicated to helping individuals and businesses achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
07/21/2021 - Present
LPL Financial LLC (Oberlin KS)
KS
07/23/2008 - 07/21/2021
WADDELL & REED (Oberlin KS)
BOTH
Issued 08/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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