David Gilliam
Financial Advisor at Sage Financial Systems
- Role
- Financial Advisor at Sage Financial Systems at Sage Financial Systems
- Location
- Columbia, SC, US
- LinkedIn followers
- 500 followers
About David Gilliam
At Sage Financial Systems we help individuals, families and family-owned businesses…
Experience
Financial Advisor at Sage Financial Systems
Feb 2023 — Present
Financial Advisor at Sage Financial Systems at Sage Financial Systems (Columbia SC). 2/2023 - Present. At Sage Financial Systems we help individuals, families and family-owned businesses identify their values through a clearly defined system following a streamlined process. Once clients’ values have been identified, we create a comprehensive financial plan for them to pursue their financial goals, enabling them to live their ideal life.Our team consists of subject matter specialists in the areas of financial planning, estate planning, tax planning, insurance planning, and money management. This unique, 360° perspective is process driven and guides us to help our clients get their financial lives in order and keep it that way, forever.Visit our website at to learn more. At Sage Financial Systems, we help you Plan Your Way. Office Phone:(80••••••59Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Sage Financial Systems, a registered investment advisor. Sage Financial Systems is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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