Magdalena Eberhardt (CRD# 2176162) is an Investment Advisor Representative working at Public Safety Financial/galloway in Mesa, AZ and has over 25 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2014 - Current | 9 |
| Galloway Asset Management LLC | Mesa, AZ | Jul 2008 - Current | 15 |
| Galloway Asset Management, LLC | Mesa, AZ | Feb 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- AZ
- CA
-
Total Assets Under Management793MILLIONS
-
Total Number of Accounts3,821ACCOUNTS
-
Average Account Value$207,464
- A percentage of assets under your management
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, ID, MN, MT, NE, OH, SC, TN, TX, UT, WA, WY
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