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Brett Gerald Gilliland

VISIONARY WEALTH ADVISORS, LLC·ST. LOUIS, Missouri
Series 6, Series 26, Series 63, Series 65Clean record11 years registeredVISIONARY WEALTH ADVISORS, LLC
1401 SOUTH BRENTWOOD BOULEVARD, ST. LOUIS, MO 63144CRD# 4401004Firm CRD# 169610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Gerald Gilliland · ST. LOUIS, MO
Registration
CRD #4401004 · VISIONARY WEALTH ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

VISIONARY WEALTH ADVISORS, LLC
Jan 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 26
Series 63
Series 65
Registration record
First registered · January 5, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VISIONARY WEALTH ADVISORS, LLC
CRD 169610 · SEC 801-78788
AUM
$2.4B
Regulatory assets under management
Employees
52
9,643 client accounts
Services offered by VISIONARY WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VISIONARY WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Brett Gerald Gilliland offer?
Brett Gerald Gilliland specializes in Financial Planning, Investment Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Brett Gerald Gilliland's credentials?
Brett Gerald Gilliland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Gerald Gilliland located?
Brett Gerald Gilliland is based in ST. LOUIS, Missouri, working with VISIONARY WEALTH ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Brett Gerald Gilliland charge for services?
Brett Gerald Gilliland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISIONARY WEALTH ADVISORS, LLC?
VISIONARY WEALTH ADVISORS, LLC has approximately 52 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISIONARY WEALTH ADVISORS, LLC

Timothy Gerard Hammett
ST. LOUIS, MO
CFP

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Nearby cities in Missouri
KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)LEE'S SUMMIT (10)
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Research
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