Sara
Galvin
Resource 1, Inc
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About this Advisor
Sara Galvin is a financial advisor based in Norfolk, Virginia. Galvin currently works for Resource 1, Inc. Throughout their career, they have worked at Resource 1, Inc, Ceros Financial Services, Inc, Currency Exchange International and Beskin-Divers Insurance Group, Inc. Galvin holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in Virginia. Resource 1, Inc is an advisory company that has its headquarters in Norfolk, VA. It administers $104 million in assets under management across its 111 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to three charitable organizations. Of its 111 client accounts, 38% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides portfolio management for individuals and small businesses. Financial advisory fees largely depend on which services the firm provides the client. Fee types billed by Resource 1, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Resource 1, Inc Brokerage Details
$104,006,783
2
111
$936,998
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Sara Galvin Work History
Sara has been registered as a financial advisor for 0 years.*
Ceros Financial Services, Inc
Resource 1, Inc
Beskin-Divers Insurance Group, Inc
Currency Exchange International
*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 Sara Galvin 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 Resource 1, Inc
Norfolk, VA
Norfolk, VA
Norfolk, VA
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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