Jordan
Galvin
Galvin, Gaustad & Stein, LLC
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About this Advisor
Jordan Galvin is a financial advisor who works in Scottsdale, Arizona with a total of 6 years of relevant experience. Galvin is on the advisory team at Galvin, Gaustad & Stein, LLC. Galvin has gained experience at Diversified Investment Services, Galvin Gaustad & Stein, LLC and Foothill Securities Inc. Galvin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona and Colorado. Galvin, Gaustad & Stein, LLC is an advisory company operating out of Scottsdale, AZ. The investment advisory business has offices in eight locations and a total of 13 employees. It controls $1 billion in assets between its 1,982 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 1,982 customer accounts, 43% belong to high-net-worth investors who have more than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on which services the firm provides the client. However, fees charged by Galvin, Gaustad & Stein, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Galvin, Gaustad & Stein, LLC Brokerage Details
$1,105,393,663
13
1,982
$557,716
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jordan Galvin Work History
Jordan has been registered as a financial advisor for 6 years.*
Galvin Gaustad & Stein, LLC
Foothill Securities Inc
Galvin Gaustad & Stein, LLC
Diversified Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Galvin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Galvin, Gaustad & Stein, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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