Nic Gilliam - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
They provide personalized financial solutions and have 19 years of experience in financial advising.
Best for
- individuals seeking retirement planning
- clients needing personalized investment strategies
Look elsewhere if
- general financial advice without a personalized approach
- clients looking for non-financial services
Specialties
- retirement planning strategies
- investment management
- cash flow management strategies
- estate planning strategies
Certifications
- BFA™
- APMA®
- AAMS®
- ADPA®
- AEP®
- AIF®
- AWMA®
- CAP®
What makes them different
- 5.0/5 client rating based on 55 reviews
- Forbes Best-in-State Wealth Management Teams, 2026
- comprehensive financial solutions tailored to client needs
- Years in business
- 19
- Serves
- Statesville, Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 642 Signal Hill Dr Ext, Statesville, NC 28625
- Phone
- 7048728181
- Website
- https://www.ameripriseadvisors.com/team/cordian...
- nicolas.l.gilliam@ampf.com
Services
- financial advising
- wealth management