Daniel GalliCRD Number: 1471816
Current Firm: Ameritas Investment Corp
Daniel Galli (CRD# 1471816) is an Investment Advisor Representative working at Ameritas Investment Corp in Norwell, MA and has over 33 years of experience in the finance industry. Daniel Galli 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.
Commonwealth Financial Network
Genesis Wealth Advisors, LLC
|Ameritas Life Insurance||Lincoln, NE||Jun 2006 - Current||13|
|Ameritas Investment Corp.||Lincoln, NE||Jun 2006 - Current||13|
|Condo||Everett, MA||Jun 2006 - Current||13|
|Condo Ownership||Norwell, MA||Jan 2005 - Current||15|
|Boston University||Boston, MA||Jun 2002 - Current||17|
|Pfe Advisors, Inc.||Southborough, MA||Mar 2000 - Current||19|
|Daniel J Galli & Associates||Norwell, MA||Sep 1986 - Current||33|
|Society Of Grownups||Springfield, MA||Jul 2014 - Dec 2015||1|
|Ideo Corporation||Cambridge, MA||Mar 2014 - Dec 2015||1|
|Acadient, Inc.||Boston, MA||Jan 2005 - Jan 2013||8|
|Acacia Life Insurance||Bethesda, MD||Jun 2006 - Dec 2011||5|
|Union Central Life Insurance||Cincinnati, OH||Feb 1987 - Dec 2011||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management5,215MILLIONS
Total Number of Accounts22,293ACCOUNTS
Average Account Value$233,946
- 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 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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