Advisor at Fund Advisors of America Inc
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Firm
Fund Advisors of America Inc
Location
Orlando, FL 32810
Credentials
Series 63, Series 65
Industry experience
33 years
Gregory Galloway is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Fund Advisors of America since 1993. Fund Advisors of America provides discretionary investment management and financial planning services to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm uses a combination of modern portfolio theory, asset allocation, and fundamental, technical, and cyclical analysis, employing a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.
Based on Fund Advisors of America Inc
$0 - $100,000: 2.25% $100,001 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: Negotiable
Account minimum: $100,000 Fee-only: Asset-based fees only, no commissions
1800 Pembrook Drive, Suite 300
Orlando, FL 32810
Florida · Texas
Fund Advisors of America, Inc.
1993 - Present (33 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Orlando, FL
LE Capital Management LLC
Series 65
Orlando, FL
Empire Financial Group, LLC
CFP®, Series 66
Maitland, FL
Gen2 Advisors, LLC
CFP®, CFA®, Series 66
Orlando, FL
Jake Carris Financial Planning
Series 66
Orlando, FL
Triumph Private Wealth
CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
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