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Frank Vincent Gallo

INVESTORS PORTFOLIO SERVICES LLC·PUYALLUP, Washington
SIE, Series 7, Series 24, Series 63CFPClean record20 years registeredINVESTORS PORTFOLIO SERVICES LLC
2832 SOUTH MERIDIAN, PUYALLUP, WA 98373CRD# 2174876Firm CRD# 117299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank Vincent Gallo · PUYALLUP, WA
Registration
CRD #2174876 · INVESTORS PORTFOLIO SERVICES LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

INVESTORS PORTFOLIO SERVICES LLC
Dec 2012 – present
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
Aug 2011 – Sep 2016
PUYALLUP, WA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
Feb 2006 – Dec 2007
PUYALLUP, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · February 21, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTORS PORTFOLIO SERVICES LLC
CRD 117299 · SEC 801-120692
AUM
$186M
Regulatory assets under management
Employees
3
581 client accounts
Services offered by INVESTORS PORTFOLIO SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at INVESTORS PORTFOLIO SERVICES LLC →
Introduction

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05

Frequently Asked Questions

What services does Frank Vincent Gallo offer?
Frank Vincent Gallo specializes in Financial Planning, Investment Management. Contact their office in PUYALLUP, Washington for a consultation.
What are Frank Vincent Gallo's credentials?
Frank Vincent Gallo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Frank Vincent Gallo located?
Frank Vincent Gallo is based in PUYALLUP, Washington, working with INVESTORS PORTFOLIO SERVICES LLC. Their office serves clients in the PUYALLUP metropolitan area and surrounding communities.
How does Frank Vincent Gallo charge for services?
Frank Vincent Gallo's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTORS PORTFOLIO SERVICES LLC?
INVESTORS PORTFOLIO SERVICES LLC has approximately 3 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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