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Rebecca K. Galliford

Manning & Napier Advisors, LLC

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About Rebecca K. Galliford

Rebecca K. Galliford is an investment advisor representative with Manning & Napier Advisors, LLC, based in FAIRPORT, NY. Rebecca has been in the securities industry since 2011. Rebecca holds Series 7 and Series 66 licenses. Rebecca is currently registered with the state of Florida and New York. Rebecca's previous experience includes working at Waddell & Reed, Inc., in Rochester, NY.

Firm Information

Rebecca Galliford is currently registered with Manning & Napier Advisors, LLC. Manning & Napier Advisors, LLC is an investment advisory firm based in Fairport, NY. The firm manages over $18 billion in assets for a wide range of clients, including individuals, corporations, institutions, and pooled investment vehicles. The firm offers a variety of investment advisory services, including financial planning, pension consulting, portfolio management, and educational seminars. They have a strong focus on providing investment solutions that are tailored to the specific needs of their clients.
Manning & Napier Advisors, LLC

290 WOODCLIFF DRIVE

FAIRPORT, NY 14450

$18.49B

Assets Under Management

9

Total Clients

48

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Mna may negotiate the fee for customized portfolios and services

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Rebecca Galliford’s Registration & Firm History

NY

06/15/2021 - Present

Manning & Napier Advisors, LLC (FAIRPORT NY)

NY

11/05/2010 - 03/11/2011

WADDELL & REED, INC. (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 11/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca K. Galliford.
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