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Joseph Robert Gallardo

Texas Capital Bank Private Wealth Advisors

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About Joseph Robert Gallardo

Joseph Robert Gallardo is an Investment Advisor Representative with Texas Capital Bank Private Wealth Advisors. Joseph is a registered Investment Advisor in Texas. Joseph has been in the financial services industry since 2014 and has experience working with individuals, corporations, charitable organizations, and investment companies. Joseph's specializations include portfolio management, financial planning, and selection of other advisors. Joseph holds a Series 65 license and a SIE exam certificate.

Firm Information

Joseph Gallardo is currently registered with Texas Capital Bank Private Wealth Advisors. Texas Capital Bank Private Wealth Advisors is a Dallas, TX-based firm with approximately $1 billion - $10 billion in assets under management. They offer financial planning, selection of other advisors, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They have 9 licensed agents, 62 investment adviser reps, and 36 registered representatives. Their client base includes high-net-worth individuals, corporations or other businesses, charitable organizations, investment companies, and state or municipal government entities. They are also a participant in wrap fee programs.
Texas Capital Bank Private Wealth Advisors

2000 MCKINNEY AVENUE

DALLAS, TX 75201

$3.38B

Assets Under Management

Not reported

Total Clients

67

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Joseph Gallardo’s Registration & Firm History

TX

08/27/2024 - Present

Texas Capital Bank Private Wealth Advisors (Austin TX)

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Licenses & Designations

IA

Issued 08/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Robert Gallardo.
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