JG
CFP
JG
CFP

Joanne Baraga Galbraith

29 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
11 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Initial financial plans start at $5,000, but the fee is negotiable. Hourly fees for specialized analysis range from $100 to $450.

One-Time Plan:From $5,000
Hourly Rate:$100 - $450/hr
Loading...

Location

12222 Merit Dr, Ste. 1800, Dallas, TX, 75251

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Joanne works for Raymond James Financial Services, using data to prepare financial plans. She is a non-registered employee with administrative functions, dedicating minimal time to this activity.

Employment History
Current Registrations
Carter Advisory Services, INC
January 1996 - Present · 30 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.