Galina
Koval
Sequent Planning, LLC
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About this Advisor
Galina Koval is a financial advisor based in Stuart, Florida, working with Sequent Planning, LLC. Galina has previously held positions at Redhawk Wealth Advisors, Inc, Highland Capital Brokerage, Futurity First Insurance Group, Sequent Planning, LLC, Living Benefits, LLC, and Nfp Advisor Services, LLC. Galina has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Galina is part of Sequent Planning, LLC, which operates out of Stuart, Florida. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$373,438,734
80
4,279
$87,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Galina Koval Work History
Sequent Planning, LLC
Living Benefits, LLC
Futurity First Insurance Group
Redhawk Wealth Advisors, Inc
Highland Capital Brokerage
Nfp Advisor Services, LLC
Disclosures
Please visit the SEC profile of Galina Koval 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 Sequent Planning, LLC
Lansing, MI
Stuart, FL
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Idaho Falls, ID
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