


Gilliland Lee Financial Group
Financial Services • New Albany, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 6525 W Campus Oval, Suite 125, New Albany, Ohio 43054, US |
| Phone number | +16147980508 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Gilliland Lee Financial Group
Jason Lee
President
Gilliland Lee Financial Group Email Formats
Gilliland Lee Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@glf4u.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@glf4u.com | 50% |
{first name}{last name} | johndoe@glf4u.com | 50% |
About Gilliland Lee Financial Group
At Gilliland Lee Financial Group, Inc., we help manage uncertainty within your financial future. Our mission is to provide clarity and confidence through comprehensive financial planning - empowering you to make informed decisions about investing, managing risk, preparing for retirement, and building generational wealth. We take a personalized approach to each client relationship, prioritizing education, transparency, and trust to support your long-term financial goals. By aligning your financial plan with your life’s purpose, we aim to serve not just as advisors, but as lifelong partners on your financial journey. Securities offered through Parkland Securities Inc, LLC, member through FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. DBA is independent of Parkland Securities, LLC and SPC. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions and securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness nor do they reflect the views of Parkland Securities, LLC,SPC or DBA. Furthermore, to ensure compliance with certain SEC, and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
Gilliland Lee Financial Group revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Gilliland Lee Financial Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Gilliland Lee Financial Group has never raised funding before.
Gilliland Lee Financial Group Tech Stack
Discover the technologies and tools that power Gilliland Lee Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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