Unclaimed
Galen Camp is a financial advisor with Freestone Capital Management, LLC. Galen has been in the industry for over six years and holds a Series 7, Series 66 and SIE license. Galen is a Certified Financial Planner and has experience working with high-net-worth individuals, charitable organizations, corporations, and other businesses. Galen is also registered as an Investment Advisor Representative in Texas and Washington.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
02/28/2022 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
07/23/2019 - 11/06/2019
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
WA
06/11/2018 - 06/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
BOTH
Issued 08/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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