Andrea Alley (CRD# 5457658) is an Investment Advisor Representative working at Public Safety Financial/galloway in Mesa, AZ and has over 13 years of experience in the finance industry. Andrea Alley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Galloway Asset Management, LLC | Mesa, AZ | Jan 2021 - Current | 3 |
| Galloway Asset Management, LLC | Mesa, AZ | Jan 2019 - Jan 2021 | 2 |
| Unemployed | Chandler, AZ | May 2017 - Jan 2019 | 1 |
| Galloway Asset Management, LLC | Mesa, AZ | Oct 2007 - May 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- AZ
-
Total Assets Under Management793MILLIONS
-
Total Number of Accounts3,821ACCOUNTS
-
Average Account Value$207,464
- A percentage of assets under your management
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, ID, MN, MT, NE, OH, SC, TN, TX, UT, WA, WY
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