Robert Galindo, financial advisor San Jose CA
98 score

Robert Galindo

CRD Number: 4538639
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Robert Galindo (CRD# 4538639) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in San Jose, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Santa Monica, CA Mar 2009 - Current 7
Metropolitan Adult Education Program (maep) San Jose, CA Jan 2008 - Current 8
Royal Alliance Associates Campbell, CA Jul 2005 - Current 11
Whjr Associates Campbell, CA Jul 2005 - Current 11
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2002
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Robert Galindo
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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