
Attorney Gallman (CRD# 7423570) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC

CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated

CRD# 1451905
Eudaimonia Partners, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Aug 2021 - Current | 1 |
Masters Roofing Inc, | Charlotte, NC | Mar 2021 - Jul 2022 | 1 |
Superior Distribution | Raleigh, NC | Jul 2020 - Mar 2021 | < 1 |
Commercial Distribution | Alpharetta, GA | May 2019 - Mar 2021 | 1 |
The Citadel Military College Of South Carolina | Charleston, SC | Jun 2015 - Jul 2019 | 4 |
Enterprise Holdings | Summerville, SC | May 2018 - Aug 2018 | < 1 |
Wild Dunes | Isle Of Palms, SC | May 2017 - Aug 2017 | < 1 |
Aquaguard Foundation Solutions | Marietta, GA | Dec 2015 - Mar 2017 | 1 |
Wild Dunes | Isle Of Palms, SC | May 2016 - Aug 2016 | < 1 |
Public Education | Hiram, GA | Aug 2003 - May 2015 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
- AR
- FL
- GA
- NC
- OH
- SC
-
Total Assets Under Management24,555MILLIONS
-
Total Number of Accounts75,222ACCOUNTS
-
Average Account Value$326,438
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.