Thomas Gallardo (CRD# 6594255) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in El Paso, TX and has 1 year of experience in the finance industry.
CRD# 4138711
Osaic Wealth, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Aug 2022 - Current | 1 |
| Triad Hybrid Solutions | Norcross, GA | Aug 2022 - Current | 1 |
| Lincoln Financial Advisors | Silver Springs, MD | Jun 2019 - Jul 2022 | 3 |
| Due South | Washington, DC | Mar 2019 - Jul 2019 | < 1 |
| Unemployed | El Paso, TX | Dec 2018 - Mar 2019 | < 1 |
| University Of Texas At El Paso | El Paso, TX | Aug 2014 - Dec 2018 | 4 |
| Strategic Wealth Advisors | El Paso, TX | Dec 2015 - Sep 2018 | 2 |
| Student/unemployed | El Paso, TX | Jun 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- AZ
- FL
- NM
- TX
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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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