Gal PerlmutterCRD Number: 5040414
Current Firm: Bfc Planning, Inc.
Gal Perlmutter (CRD# 5040414) is an Investment Advisor Representative working at Bfc Planning, Inc. in Austin, TX and has over 16 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|Berthel Fisher & Company Financial Services, Inc.||Austin, TX||Jul 2017 - Current||4|
|Bfc Planning, Inc.||Austin, TX||Jul 2017 - Current||4|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jul 2017||2|
|Morgan Stanley Smith Barney||Austin, TX||Jun 2009 - Jul 2017||8|
|Citigroup Global Markets Inc.||Dallas, TX||Sep 2005 - Jul 2017||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management1,275MILLIONS
Total Number of Accounts8,328ACCOUNTS
Average Account Value$153,078
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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