Mark E. Gilliland

GILLILAND INVESTMENT MANAGEMENT

Canyon, TX 79015-4051

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CRD#: 4613932

Professional summary

Mark Edward Gilliland is a registered financial advisor currently at GILLILAND INVESTMENT MANAGEMENT, INC. located in Canyon, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Mark has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mark E. Gilliland is a certified public accountant (CPA) and is the founder/owner of Gilliland & Co., PC, a CPA firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Gilliland's 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

March 19, 2003 - Present

GILLILAND INVESTMENT MANAGEMENT, INC.

Office #1: 2001 4th Ave. Plaza 1, Canyon, TX 79015-4051

RIA

CRD#: 124490

Canyon, TX

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
(3/19/2003)

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: 10/21/2002

Uniform Investment Adviser Law Examination

Current Firm

GILLILAND INVESTMENT MANAGEMENT, INC.

GILLILAND INVESTMENT MANAGEMENT | GILLILAND, MARK EDWARD | GILLILAND INVESTMENT MANAGEMENT, INC.

CRD#: 124490 / SEC#:

Texas

Registered Investment Advisory firm - (3/19/2003 Approved)

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Contact information

Main Address

2001 4th Ave. Plaza 1, Canyon, TX 79015-4051

Mailing Address

Phone number

(806) 655-5909

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 40,700,132

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.

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Mark E. Gilliland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Gilliland's CRS (Customer Relationship Summary).

Certified licenses

Experience

GILLILAND INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2002

Current Firm

GILLILAND INVESTMENT MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GILLILAND INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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