The True Meaning of “Independent”

What does it mean to provide independent investment planning?  To us it means offering access to the finest products and advice available—without being driven by any considerations other than our clients’ best interests.

With this goal in mind, we made the decision nearly twenty years ago to affiliate ourselves with LPL Financial. LPL Financial ranks as the number one independent broker/dealer in the United States, based on revenues as reported by Financial Planning Magazine June 1996-2015.

Because it is an independent broker/dealer, LPL Financial doesn’t offer any proprietary investment products.  Instead, it provides us with access to a wide range of investment vehicles.

Because we are under no pressure to promote proprietary products or to meet any kind of sales quotas, we are able to offer our clients objective advice, resulting in investment strategies tailored to each client’s individual needs.

David P Gilliam & Associates delivers the best of both worlds:  access to highly customized planning available through a small, boutique firm combined with access to all the resources of a large broker/dealer.

This allows us to be truly independent.