Griffin James Gilliam

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 04/2017
  Guardian Life Insurance Co Of America
  Tallahassee, FL
• 02/2016 → 10/2016
  American Senior Benefits
  Tallahassee, FL
• 03/2007 → 12/2016
  N/A
  N/A, FL
• 04/2017 → 04/2017
  Park Avenue Securities, Llc
  Tallahassee, FL
• 05/2017 → 03/2018
  Guardian Life Insurance
  Tampa, FL
• 05/2017 → 03/2018
  Park Avenue Securities
  Tampa, FL
• 05/2018 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2018-02-28 → 2018-03-19
  Park Avenue Securities Llc
  Tallahassee, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-02-09