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Sage Financial Systems and LPL Financial do not provide legal or tax advice and services.
Please consult your legal or tax advisor regarding your specific situation.
The Gilliam Team collaborates with a variety of Subject Matter Specialists in the areas of Estate Planning, Tax Planning, Money Management, and Insurance. Our Team is committed to providing clients with the services they need as they strive to reach their goals.
Sage Financial Systems has partnered with Independent Advisor Alliance, a Registered Investment Advisor. IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens. Independent Advisor Alliance has more than 145 partner advisor firms in 25 states. This affiliation with Independent Advisor Alliance allows Sage Financial Systems to focus solely on financial planning, asset management, and providing exceptional service to clients. Independent Advisor Alliance is a separate entity from LPL Financial.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. They serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables Advisors to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset management solutions.
*Based on total revenues, Financial Planning magazine June 1996-2021
Securities offered through LPL Financial, Member FINRA & SIPC. Sage Financial Systems is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
David Gilliam, CRPC®, has spent decades helping individuals and families match their personal values with their goals. His specialty is listening to the needs and desires of clients and guiding them and their families on a path to help them reach their financial goals by following a streamlined process and implementing sound financial strategies.
David’s varied experience in several industries gives him the distinct perspective and skillset to work with all clients and financial professionals. As an experienced financial coach, David enjoys helping clients create the financial picture that is right for them. David joined Sage Financial Systems to have the freedom to serve his clients in ways that meet their needs.
With his degree in Business Administration from Georgia Southern University, David currently lives in Irmo, SC with his wife. Together, the couple have enjoyed raising their four children, including a girl and three boys. David also spent many years coaching girls’ JV and Middle School basketball at the Ben Lippen School. He has served as a Deacon and on the Finance Committee, and is currently teaching a small group at Riverland Hills Baptist Church in Irmo, SC.
Vada P. Lee is a Registered Administrative Assistant who specializes in Money Management at Sage Financial Systems. She has been working in the brokerage industry since 1985, Vada works with both the Zoller and Gilliam Teams. Originally from Southern California, Vada recently moved to Florence, SC from Columbia, SC where she has lived since 1979. Vada enjoys spending time with her son and traveling. One of her greatest joys is baking and sharing sweet treats with people she loves.
