CG
CFA
CG
CFA

Charles Gallman

11 Years of Experience
Charlotte, NC

Charles Gallman is a CFA-designated registered investment advisor at Grant Thornton Financial Advisors LLC, based in Charlotte, NC, with 11 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fixed/Hourly
Firm Size
12 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1415 Vantage Park Drive, Suite 500, Charlotte, NC, 28203

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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.

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Other Business Activities

Charles is a 10% owner/member of Willmac Services LLC, a real estate appraisal service, but is an inactive participant. He also works as a Managing Director at Grant Thornton LLP, providing financial advisory services, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Grant Thornton Financial Advisors LLC
January 2015 - Present · 11 yrs 4 mos
State Registrations4 states
MONCNYTX
Advisor

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.

Exams
No exam information available for this advisor.