Phillip Gaillard
Phillip Gaillard is a registered investment advisor at Allstate Financial Advisors, LLC, based in Georgetown, SC, with 10 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
915 N Fraser St, Georgetown, SC, 29440-2803
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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.
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Phillip is an Elder and Youth Pastor at Miracle Tabernacle COGIC, a religious and community development organization, since 2023. He dedicates a few hours per week to activities such as assisting with livestreaming, technical issues, preaching, teaching bible study, and providing leadership.
Employment History
Current Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Edward Jones
Edward JonesBroker
Wells Fargo Advisors, 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.