VG
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Victoria Gallina

7 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Victoria Gallina is a registered investment advisor at Commonwealth Financial Network, based in Pittsburgh, PA, with 7 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

278 Beverly Road, Pittsburgh, PA, 15216

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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 ActivitiesSells Insurance

Victoria sells fixed insurance products, dedicating about 10-20% of her time to this activity. This activity is investment-related and conducted at a branch location.

Employment History
Current Registrations
Commonwealth Financial Network
November 2023 - Present · 2 yrs 6 mos
Commonwealth Financial Network
November 2023 - Present · 2 yrs 6 mos
Commonwealth Financial NetworkBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Avantax Advisory Services
March 2020 - December 2023 · 3 yrs 9 mos
Avantax Investment Services, INC.Broker
August 2018 - December 2023 · 5 yrs 4 mos
State Registrations3 states
OHPATX
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.
Victoria Gallina - Financial Advisor | TrueAdvisor