Mindy Nicole Gallina
Investment adviser representative at William Joseph Capital Management, Inc.
22 yearsExperience
1 stateRegistered in
$694.3MFirm assets
5 yearsFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- William Joseph Capital Management, Inc.Mar 2022 to now
- Dileo & Charles Tax and Consulting ServicesMar 2021 to now
- Amg BookkeepersMay 2020 to Aug 2024
- Nest Pretty, LLCJul 2019 to Apr 2021
- Young LivingJul 2017 to Aug 2024
- Religious Order of Jehovah's WitnessesOct 2004 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
William Joseph Capital Management, Inc.
$694.3MAssets managed
1,879Clients
29Advisers
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
- 7603562
- Firm CRD
- 226535