RG
RG

Ronald Gallegos

17 Years of Experience
Pocatello, ID
Broker

Ronald Gallegos is a registered investment advisor at Wells Fargo Advisors, based in Pocatello, ID, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

333 S Main St, Ste 103, Pocatello, ID, 83204

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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

Ronald is a board member of the Idaho Community Foundation and co-trustee for multiple Gateway Capital Advisory Group 401(k) plans, dedicating minimal time to each. He also has 50% ownership in Gateway Capital Advisory Group and Gallegos Investment Services, LLC, and G&M Advisors DBA Gateway Capital, LLC, spending about a quarter of his time on the latter.

Employment History
Current Registrations
Wells Fargo Advisors
January 2021 - Present · 5 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
January 2021 - Present · 5 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2010 - January 2021 · 10 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
August 2010 - January 2021 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - August 2010 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - August 2010 · 2 yrs 3 mos
State Registrations20 states
AKAZCACOFLHIIDMOMTNENJNVOHOKORTXUTWAWIWY
AdvisorBrokerBoth

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.