Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Robert Galloway is a registered investment advisor representative with Fisher Investments. Joel has been in the industry since 2011 and has experience with a range of firms including TD Ameritrade and Wells Fargo Advisors. Joel has passed the Uniform Combined State Law Examination and the General Securities Representative Examination. He is currently registered in Texas. Fisher Investments is a firm that manages over $298 billion in assets and provides a wide range of advisory services including portfolio management, financial planning, and portfolio assessment. They primarily serve high-net-worth individuals, corporations and other businesses, charitable organizations, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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
TX
09/18/2018 - Present
Fisher Investments (PLANO TX)
TX
06/10/2013 - 09/07/2018
TD AMERITRADE, INC. (Southlake TX)
TX
11/23/2011 - 04/16/2013
WELLS FARGO ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 12/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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