Douglas Gallwas
Founding Partner | Wealth Consultant at GT Financial Advisors, LLC
- Role
- Investment Advisor Representative at Osaic
- Location
- Fort Myers, FL, US
- LinkedIn followers
- 500 followers
About Douglas Gallwas
We focus on offering objective advice that is in our client\'s best interest, without…
Experience
Investment Advisor Representative
Jan 1991 — Present
FINRA Licenses Held: S6, S7, S26, S63, S65Securities and Investment Advisory Services are offered through Osaic Wealth, Inc. Member FINRA, SIPC and Registered Investment Advisor. Osaic Wealth, Inc. does not provide tax or legal advice. All other listed entities are unaffiliated.Insurance services are offered through GT Financial Advisors, LLC, which is not affiliated with Osaic Wealth, Inc. Investment products and services are available to residents of AL, AK, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY.
Education
Cal Poly Humboldt
BA, Economics ~ BA, Political Science ~ Emphasis Art History
1987
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC ®
2003
College for Financial Planning
CFP Professional Education Program Graduate
1997
University of Connecticut
Minor ~ Military Science, United States Army Reserve Officers Training Corp (ROTC)
1984
Skills
- Financial Planning
- Finance
- Strategic Planning
- Wealth Management
- Financial Services
- Financial Advisory
- Investments
- Securities
- Management
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