Robert Galpin, financial advisor Southlake TX
90 score

Robert Galpin

CRD Number: 6107965
Current Firm: Waddell & Reed

Robert Galpin (CRD# 6107965) is an Investment Advisor Representative working at Waddell & Reed in Southlake, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Dept Of Texas Military Order Of Purple Heart Grapevine, TX Jun 2014 - Current 2
Military Order Of The Purple Heart Grapevine, TX Sep 2013 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Fort Worth, TX Oct 2012 - Current 4
Waddell & Reed Inc. Southlake, TX Aug 2012 - Current 4
Embassy Suites Fort Worth, TX Jun 2012 - Feb 2013 < 1
Isom Construction Manhattan, KS Jun 2008 - Jun 2012 4
Us Army Ft. Riley, KS May 2000 - Sep 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Robert J. Galpin
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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