Jodie Gallovich
Jodie Gallovich is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Phoenix, AZ, with 28 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
3200 N. Central Ave., Ste 200, Phoenix, AZ, 85012
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Regulatory History
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 ActivitiesSells Insurance
Jodie is an insurance agent selling life insurance, fixed annuities, and long-term care products, dedicating a few hours per week. She is also an Investment Advisor Representative and the sole member/owner of Generational Wealth Advisors LLC, though the LLC is currently not in use.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Cue Advisory Services, INC.
Foothill Securities, INC.Broker
Cue Financial Group, INC.Broker
State Registrations18 states
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