Tanya D. Gilliam

BERRY WEALTH GROUP

Granbury, TX 76048

Some features on this profile are disabled

CRD#: 2573436

Professional summary

Tanya Dee Gilliam, who also goes by Tanya Dee Adams, Tanya Adams, Tanya Adams-strickland, Tanya Dee Adams-toliver, Tanya Strickland, Tanya Toliver, is a registered financial advisor currently at BERRY WEALTH GROUP located in Granbury, Texas.

Tanya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Tanya has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Gilliam Real Estate. Address: 9981 Evergreen Cemetery Road, , Lipan, TX. 76462 Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Investment Related: No Start Date: 02/16/2015 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 0 Description of duties: Manage Rental Properties 2) Rockin Rebel Ranch Address: 9981 Evergreen Cemetery Road, , Lipan, TX. 76462 Nature: Cattle & hay production and sales Position/Title: Proprietor/Owner Investment Related: Yes Start Date:12/31/1996 Hours per month devoted to this business: 40 Hours per month devoted to this business during trading hours: 0 Description of duties: Handling all cattle and hay production and sales 3) Insurance Sales; Investment-related; 920 Whitehead Dr., Granbury, TX, 76048; Individual Capacity; 07/2021; Approximately 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanya Dee Gilliam's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 29, 2023 - Present

BERRY WEALTH GROUP

Office #1: 920 Whitehead Dr., Granbury, TX 76048

RIA

CRD#: 327346

Granbury, TX

Past

July 19, 2021 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Granbury, TX

Past

July 19, 2021 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GRANBURY, TX

Past

February 15, 2018 - June 26, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

STEPHENVILLE, TX

Past

February 15, 2018 - June 26, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

STEPHENVILLE, TX

Past

September 12, 2014 - June 19, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GRANBURY, TX

Past

August 27, 2014 - June 19, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GRANBURY, TX

Past

September 7, 2011 - May 1, 2013

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

SOUTHLAKE, TX

Past

May 12, 2011 - May 1, 2013

HILLTOP SECURITIES INC.

CRD#: 6220

SOUTHLAKE, TX

Past

April 6, 2010 - May 5, 2011

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

FORTH WORTH, TX

Past

April 6, 2010 - May 5, 2011

OPPENHEIMER & CO. INC.

CRD#: 249

FORTH WORTH, TX

Past

January 29, 2008 - April 6, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

FORT WORTH, TX

Past

January 29, 2008 - April 6, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

FORT WORTH, TX

Past

October 1, 2007 - November 30, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

FT. WORTH, TX

Past

October 1, 2007 - November 30, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

FT. WORTH, TX

Past

March 27, 2006 - September 18, 2007

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

FORT WORTH, TX

Past

March 10, 2006 - September 18, 2007

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

FORT WORTH, TX

Past

July 29, 2005 - December 31, 2005

RHODES SECURITIES, INC.

CRD#: 19610

FT WORTH, TX

Past

April 3, 2002 - September 4, 2003

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

DALLAS, TX

Past

April 26, 2000 - September 4, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

February 10, 1999 - March 29, 2000

FROST BROKERAGE SERVICES, INC.

CRD#: 17465

SAN ANTONIO, TX

Past

March 31, 1997 - December 24, 1998

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

January 17, 1995 - April 3, 1997

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BERRY WEALTH GROUP

BERRY WEALTH GROUP | BERRY WEALTH GROUP, LP

CRD#: 327346 / SEC#: 801-128496

RIA

Registered Investment Advisory firm - (7/31/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/16/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/16/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BERRY WEALTH GROUP

BERRY WEALTH GROUP | BERRY WEALTH GROUP, LP

CRD#: 327346 / SEC#: 801-128496

RIA

Registered Investment Advisory firm - (7/31/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

920 Whitehead Dr., Granbury, TX 76048

Mailing Address

Phone number

(817) 573-9595

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERRY WEALTH DISCLOSURE BROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts	997
AUM (Assets Under Management)	$ 242,596,499

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

IAR

WATERFORD, CT

John Meinert

LPL FINANCIAL LLC

IAR

Long Beach, CA

Daniel Conklin

HUNTER STREET INVESTMENT ADVISORS LLC

IAR

Apex, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tanya D. Gilliam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanya Dee Gilliam's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

RHODES SECURITIES, INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

FROST BROKERAGE SERVICES, INC.

BANC ONE SECURITIES CORPORATION

CAPITAL BROKERAGE CORPORATION

Primary Firm SEC Registration

BERRY WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2002

Series 63

Date: 1/16/1995

SIE

Date: 10/1/2018

Series 7

Date: 7/15/1997

Series 6

Date: 1/16/1995

Current Firm

BERRY WEALTH GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERRY WEALTH GROUP

TRUST BUT VERIFY

Similar Advisors