Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gilliland is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with Sanctuary Advisors, LLC, a firm that provides a variety of financial services, including financial planning, portfolio management, and educational seminars. Robert also serves as a trustee for the Northland Christian School Board of Trustees.
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.
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.
1
2
TX
02/21/2020 - Present
Sanctuary Advisors, LLC (Houston TX)
TX
10/03/2003 - 02/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
03/27/2001 - 10/15/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/18/1995 - 03/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Gilliland is the right advisor for you? Invested Better is here to help.
