William Gallegos, financial advisor Baton Rouge LA
93 score

William Gallegos

CRD Number: 1853087
Current Firm: Valic Financial Advisors, Inc.

William Gallegos (CRD# 1853087) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Baton Rouge, LA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Dallas, TX Feb 2012 - Current 4
Stratford Fidelity Minneapolis, MN Feb 2011 - Current 5
Clark Securities, Inc. Dallas, TX Dec 2008 - Jan 2011 2
Clark Consulting Dallas, TX Sep 2008 - Jan 2011 2
Self-employed (dba Oak Tree Mortgage) Dallas, TX Jan 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for William J. Gallegos
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • GA
  • LA
  • VA
  • TX
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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