Shane
Knoll
Public Safety Financial/Galloway
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About this Advisor
Shane Knoll is a financial advisor who works in Mesa, Arizona with 10 years of industry experience. Knoll is on the advisory team at Public Safety Financial/Galloway. During their career, the advisor has held roles at J.P. Morgan Securities LLC, Cambridge Investment Research, Inc, Galloway Asset Management, LLC and Purshe Kaplan Sterling Investments. Knoll has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona, California and Texas. Public Safety Financial/Galloway is an advisory company that has its headquarters in Mesa, AZ. It oversees $638 million in total assets across its 3,615 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 3,615 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial management fees are based on which services are provided. Fees charged by Public Safety Financial/Galloway may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Public Safety Financial/Galloway Brokerage Details
$638,119,337
36
3,615
$176,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Shane Knoll Work History
Shane has been registered as a financial advisor for 10 years.*
Galloway Asset Management, LLC
Purshe Kaplan Sterling Investments
Cambridge Investment Research, Inc
Galloway Asset Management, LLC
J.P. Morgan Securities LLC
*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 Shane Knoll 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 Public Safety Financial/Galloway
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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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