Geoffrey Galbraith (CRD# 2224294) is an Investment Advisor Representative working at Gfm Asset Management LLC in Maumee, OH and has over 3 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orient Securities | Hong Kong, | Mar 2015 - Sep 2019 | 4 |
| Haitong Securities | Hong Kong, | Aug 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- OH
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$538,462
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, NY, OH
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