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Frank Vincent Gallo

INVESTORS PORTFOLIO SERVICES LLC·PUYALLUP, Washington
Unclaimed Profile
2832 SOUTH MERIDIAN, PUYALLUP, WA 98373CRD# 2174876Firm CRD# 117299
01

About

Frank Vincent Gallo is a registered financial advisor based in PUYALLUP, Washington, affiliated with INVESTORS PORTFOLIO SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INVESTORS PORTFOLIO SERVICES LLC
INVESTORS PORTFOLIO SERVICES LLC
AUM
$186M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at INVESTORS PORTFOLIO SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 2174876
Firm CRD# 117299
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Washington
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