Janet Galloway (CRD# 6234627) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 10 years of experience in the finance industry. Janet Galloway 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# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B&b Strategic Management | Southern Pines, NC | Apr 2021 - Current | 3 |
| Integrated Advisors Network, LLC | Dallas, TX | May 2019 - Current | 5 |
| Sa Stone Wealth Management Inc. | Pinehurst, NC | Aug 2018 - May 2019 | < 1 |
| Sa Stone Investment Advisors Inc. | Pinehurst, NC | Aug 2018 - May 2019 | < 1 |
| Synergy Investment Group, LLC | Southern Pines, NC | Jul 2018 - May 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pinehurst, NC | Mar 2017 - Jul 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pinehurst, NC | Dec 2015 - Mar 2017 | 1 |
| Bankers Life | Fayetteville, NC | Nov 2014 - Nov 2015 | 1 |
| Homemaker | 7527 Mcfrench Dr, NC | Jun 2014 - Nov 2015 | 1 |
| Kansas State University Dce | Manhattan, KS | Oct 2013 - Jun 2014 | < 1 |
| Stewart Advisory Services, LLC | Manhattan, KS | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
| S63 | Uniform Securities State Law Examination | Feb 2016 |
- CA
- KS
- NC
-
Total Assets Under Management4,215MILLIONS
-
Total Number of Accounts11,998ACCOUNTS
-
Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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 derived from SEC.gov data covering 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.
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.