Gilliam Team's Ideal Client

People who believe in a power greater than themselves.
People who want a relationship with their Financial Advisor.
People who have or want to find purpose in their life.
People who enjoy life and want to make a difference in the people around them.
People who are in their 40s, 50s, or 60s who are serious about developing a comprehensive financial plan for retirement and a desire to take care of their loved ones.
People who understand that our team has their best interest in mind.

These qualities provide the necessary foundation for us to build a working relationship.

3200 Devine Street, Suite 103
Columbia, SC 29205

LPL Financial Form CRS

Independent Advisor Alliance Form CRS

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.