Robert Gaillard
Robert Gaillard is a registered investment advisor at Arch Partners Wealth Management, INC., based in Lawrenceville, GA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 251 clients with $110M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
295 Culver Street, Suite C, Lawrenceville, GA, 30046
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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
Robert is a sales agent at Gaillard Financial Group, selling life, disability, and long-term care insurance products since 2014. This takes a few hours per week.
Employment History
Current Registrations
Arch Partners Wealth Management, INC.
Previous Registrations
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.