Gilbert GallaharCRD Number: 6322554
Current Firm: Raymond James Financial Services Advisors, Inc.
Gilbert Gallahar (CRD# 6322554) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Phoeniz, AZ and has over 7 years of experience in the finance industry. Gilbert Gallahar 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.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Raymond James Financial Services, Inc.||Phoenix, AZ||Dec 2019 - Current||2|
|Raymond James Financial Services Advisors, Inc.||Phoenix, AZ||Dec 2019 - Current||2|
|Desert Financial Federal Credit Union||Phoenix, AZ||Dec 2019 - Current||2|
|Desert Financial Wealth Management||Phoenix, AZ||Dec 2019 - Current||2|
|The Vanguard Group, Inc.||Scottsdale, AZ||Apr 2014 - Nov 2019||5|
|Argosy University Online||Chandler, AZ||Apr 2012 - Feb 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2014|
|S65||NASAA Investment Advisors Law Examination||Apr 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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