Gal
Perlmutter
Bfc Planning, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Gal Perlmutter is a financial advisor operating out of Austin, Texas with a total of 6 years of industry experience. Perlmutter currently works for Bfc Planning, Inc. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Perlmutter holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Texas. Bfc Planning, Inc is a registered investment company based in Cedar Rapids, IA. The firm has offices in 135 locations and a total of 200 employees. It oversees $2 billion in assets across its 8,990 client accounts, placing it among the largest firms in the nation by assets under management. Of its 8,990 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely vary depending on the type of financial services offered. Fees charged by Bfc Planning, Inc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bfc Planning, Inc Brokerage Details
$1,477,309,181
200
8,990
$164,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gal Perlmutter Work History
Gal has been registered as a financial advisor for 6 years.*
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
*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 Gal Perlmutter 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 Bfc Planning, Inc
Denton, TX
Channanon, IL
Cedar Rapids, IA
New Castle, PA
Bismarck, ND
Pittsburgh, PA
Rosemount, MN
Saint Louis, MO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
