Ryan
Gallo

Lpl Financial LLC

CRD#3185944
Investment Advisor
in Whittier, CA

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About this Advisor

Ryan Gallo is a financial advisor operating in Whittier, California with 6 years of relevant experience. Gallo is currently employed by Lpl Financial LLC. During their career, the advisor has held roles at Cuso Financial Services, Lp, Lpl Financial LLC and Credit Union Of Southern California. Gallo holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It manages $368 billion in assets between its 1,688,501 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice vary depending on which services the firm provides the client. However, fees charged by Lpl Financial LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

8028 Greenleaf Ave
Whittier, CA 90602

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

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
  • Educational seminars/workshops
  • Other

Ryan Gallo Work History

Ryan has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial LLC

2017 - Present (7 years)

Credit Union Of Southern California

2008 - 2017 (9 years)

Cuso Financial Services, Lp

*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 Ryan Gallo 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Gehlhaart
Waukesha, WI
Kevin Harvey
Chico, CA
Diane Winner
Ann Arbor, MI
Joseph Praino
Purchase, NY
Rebecca Chiccino
Charlestown, MA
Daniel Mehan
Chico, CA
Keith Clark
Corpus Christi, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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