JG
JG

Joseph Galati

25 Years of Experience
Marlton, NJ
Broker

Joseph Galati is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marlton, NJ, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

14 E. Main Street, Marlton, NJ, 08053

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Joseph owns and operates a branch at 14 East Main Street and rents an office to another advisor. He also owns rental real estate in Philadelphia, with both activities requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2003 - Present · 23 yrs 4 mos
Previous Registrations
Raymond James Financial Services
February 2003 - January 2009 · 5 yrs 11 mos
Prudential Securities Incorporated
May 2002 - January 2003 · 8 mos
Prudential Securities IncorporatedBroker
September 2000 - January 2003 · 2 yrs 4 mos
State Registrations16 states
CADEFLGAMDNCNJNYORPARISCVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.