Gal Perlmutter (CRD# 5040414) is an Investment Advisor Representative working at Bfc Planning, Inc. in Austin, TX and has over 18 years of experience in the finance industry.
CRD# 4028005
Fidelity Personal And Workplace Advisors
CRD# 4472199
Kestra Advisory Services, LLC
CRD# 4002736
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Austin, TX | Jul 2017 - Current | 6 |
| Bfc Planning, Inc. | Austin, TX | Jul 2017 - Current | 6 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jul 2017 | 2 |
| Morgan Stanley Smith Barney | Austin, TX | Jun 2009 - Jul 2017 | 8 |
| Citigroup Global Markets Inc. | Dallas, TX | Sep 2005 - Jul 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- TX
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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