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Gale Edward Graves

Investment adviser representative at Zacks Intelligence LLC
9 yearsExperience
2 statesRegistered in
$2Firm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsSubscriptionOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

9 years in the industry.

  1. Zacks Intelligence, LLCDec 2025 to now
  2. UnemployedJun 2025 to Dec 2025
  3. Camarda Wealth Advisory GroupFeb 2025 to Jun 2025
  4. Fisher InvestmentsMay 2024 to Feb 2025
  5. Empower Financial Services, Inc.Apr 2019 to May 2024
  6. Northland Energy Trading, LLC.Sep 2017 to Apr 2019
  7. Gwfs Equities, Inc.Dec 2016 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (NH, TX).

Zacks Intelligence LLC

$2Assets managed
1Clients
4Advisers
1 yearIn 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
3018239
Firm CRD
333798
Advisor's SEC record (opens in a new tab)
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