Louis GallardoCRD Number: 6391110
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Louis Gallardo (CRD# 6391110) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Ana, CA and has 1 year of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Bank Of American, N.a||Santa Ana, CA||Aug 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Santa Ana, CA||Aug 2015 - Current||1|
|Quest Capital Strategies, Inc.||Lake Forest, CA||Sep 2014 - Jul 2015||< 1|
|Grade Potential||Los Angeles, CA||Apr 2014 - Jul 2015||1|
|Caffe Italiano||Alhambra, CA||May 2013 - Jun 2014||1|
|Michael Vargas Conservatory Of Music||Clarmont, CA||May 2013 - Sep 2013||< 1|
|Ponoma College||Clarmont, CA||Aug 2009 - May 2013||3|
|Ponoma College||Clarmont, CA||Sep 2012 - Dec 2012||< 1|
|Pasadena City College||Pasadena, CA||Jan 2012 - Jun 2012||< 1|
|Ponoma College||Clarmont, CA||Sep 2011 - Dec 2011||< 1|
|Associated Students Of Pomona College||Clarmont, CA||Sep 2010 - Dec 2011||1|
|Upward Bound||Clarmont, CA||Sep 2009 - Dec 2009||< 1|
|Central Catholic Marianist High School||San Antonito, TX||Aug 2005 - Jul 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.