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Mark Gerald Gillam

MARK GILLAM ENTERPRISES·FAIR OAKS, California
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8008 SACRAMENTO STREET, FAIR OAKS, CA 95628CRD# 1255578Firm CRD# 108632
01

About

Mark Gerald Gillam is a registered financial advisor based in FAIR OAKS, California, affiliated with MARK GILLAM ENTERPRISES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARK GILLAM ENTERPRISES
MARK GILLAM ENTERPRISES
AUM
$204M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MARK GILLAM ENTERPRISES →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: A NEGOTIATED % OF ATHLETE'S ANNUAL COMPENSATION REC'D FROM TEAM
Regulatory
SEC/IARD CRD# 1255578
Firm CRD# 108632
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Gerald Gillam offer?
Mark Gerald Gillam specializes in Financial Planning, Investment Management. Contact their office in FAIR OAKS, California for a consultation.
What are Mark Gerald Gillam's credentials?
Mark Gerald Gillam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Gerald Gillam located?
Mark Gerald Gillam is based in FAIR OAKS, California, working with MARK GILLAM ENTERPRISES. Their office serves clients in the FAIR OAKS metropolitan area and surrounding communities.
How does Mark Gerald Gillam charge for services?
Mark Gerald Gillam's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: a negotiated % of athlete's annual compensation rec'd from team. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARK GILLAM ENTERPRISES?
MARK GILLAM ENTERPRISES has approximately 6 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Tami Candiani — MARK GILLAM ENTERPRISESVal Garner Stephens — STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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