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.
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
1415 Vantage Park Drive, Suite 500, Charlotte, NC, 28203
Get directionsNo 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 →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.
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.