David Gallman (CRD# 4590700) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Sandy, UT and has over 21 years of experience in the finance industry. David Gallman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portside Wealth Group | Provo, UT | May 2023 - Current | < 1 |
| Zeiders Inc. | Woodbridge, VA | Dec 2016 - Oct 2023 | 6 |
| Townsquare Capital LLC | Provo, UT | Feb 2021 - Jun 2023 | 2 |
| Lone Peak Advisors | Draper, UT | Oct 2018 - Mar 2020 | 1 |
| Legacy Wealth Management, LLC | Boise, ID | Oct 2017 - Oct 2018 | 1 |
| First Capital Advisors Group | Philadelphia, PA | Nov 2016 - Feb 2017 | < 1 |
| Mercer Global Advisors Inc. | Santa Barbara, CA | Sep 2015 - Nov 2016 | 1 |
| E*trade Capital Management LLC | Sandy, UT | Oct 2011 - Sep 2015 | 3 |
| E*trade Securities LLC | Sandy, UT | Oct 2011 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- TX
- UT
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Total Assets Under Management885MILLIONS
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Total Number of Accounts10,048ACCOUNTS
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Average Account Value$88,054
- A percentage of assets under your management
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