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Gal Eliezer Perlmutter

BFC Planning, Inc.

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About Gal Eliezer Perlmutter

Gal Eliezer Perlmutter is an investment advisor representative with BFC Planning, Inc. located in Austin, Texas. Gal has been working in the financial industry since 2005. Gal holds a Series 66 license. Gal is also licensed to provide advisory services in Texas and Oklahoma. Gal's firm, BFC Planning, Inc., is a registered investment advisor with the SEC and offers a range of investment advisory services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Gal Perlmutter is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Gal Perlmutter’s Registration & Firm History

TX

07/24/2017 - Present

BFC Planning, Inc. (Austin TX)

TX

06/01/2009 - 07/25/2017

MORGAN STANLEY (AUSTIN TX)

TX

11/17/2005 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 11/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 11/16/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gal Eliezer Perlmutter.
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