Yekaterina
Galkina
Compak Asset Management
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About this Advisor
Yekaterina Galkina is a financial advisor based in Newport Beach, California, working with Compak Asset Management. Yekaterina has previously held positions at Compak Securities and Compak Asset Management. Yekaterina has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Maryland, Michigan, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Texas, Virginia, and Washington. Currently, Yekaterina is part of Compak Asset Management, which operates out of Newport Beach, California. The firm has 1 office and 18 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Compak Asset Management includes asset-based, hourly, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compak Asset Management Brokerage Details
$1,078,731,632
18
3,027
$356,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Yekaterina Galkina Work History
Compak Securities
Compak Asset Management
Disclosures
Please visit the SEC profile of Yekaterina Galkina 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 Compak Asset Management
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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