Victoria Lynne Gallina
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Victoria Lynne Gallina? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
12 years in the industry.
- Commonwealth Financial NetworkNov 2023 to now
- Geisler & Company Financial PlanningNov 2023 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesDec 2021 to Nov 2023
- Avantax Advisory ServicesFeb 2020 to Nov 2023
- Avantax Investment Services, Inc.Mar 2018 to Nov 2023
- Playfair PlanningSep 2017 to Oct 2018
- Hd Vest Investment ServicesJul 2016 to Feb 2018
- Carpenter Financial ServicesJun 2016 to Sep 2017
- Anthony's RestarauntJun 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 6689775
- Firm CRD
- 8032