Frank Vincent Gallo
Investment adviser representative at Investors Portfolio Services LLC
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$238.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Cash Flow Analysis LLCOct 2024 to now
- Investors Portfolio Services LLC.Dec 2012 to now
- HG Capital LLCFeb 2002 to now
- Frank GalloJan 1995 to now
- Fortune Financial Services, Inc.Mar 2020 to Jan 2024
- United Planners Financial ServicesSep 2016 to Feb 2020
- Fmt SolutionsOct 2007 to Dec 2021
- Joan M Gallo TrustJan 2002 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Investors Portfolio Services LLC
$238.8MAssets managed
292Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2174876
- Firm CRD
- 117299