Luis Galdamez (CRD# 4658261) is an Investment Advisor Representative working at Real Talk Capital, LLC in Franklin, TN and has over 20 years of experience in the finance industry. Luis Galdamez 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# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Real Talk Capital, LLC | Franklin, TN | Sep 2022 - Current | 1 |
| Surevest, LLC | Phoenix, AZ | Jan 2020 - Feb 2023 | 3 |
| Surevest, Inc. Dba Surevest Wealth Management | Newport Beach, CA | Jan 2018 - Feb 2020 | 2 |
| Haydel, Biel & Associates | Pasadena, CA | May 2017 - Jan 2018 | < 1 |
| Global Retirement Partners, LLC | San Rafael, CA | Mar 2017 - May 2017 | < 1 |
| Lpl Financial | Glendale, CA | May 2015 - May 2017 | 2 |
| My 360 Wealth Management | Glendale, CA | Apr 2015 - May 2017 | 2 |
| Tiaa | Los Angeles, CA | Aug 2014 - Apr 2015 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Los Angeles, CA | Aug 2014 - Apr 2015 | < 1 |
| Scottrade, Inc. | Anaheium, CA | Apr 2005 - Aug 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- AZ
- CA
- FL
- TN
- TX
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Total Assets Under Management77MILLIONS
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Total Number of Accounts123ACCOUNTS
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Average Account Value$624,274
- 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
AZ, CA, FL, TN, TX
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