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Gerrod Galliano

8 Years of Experience
Hammond, LA
Sells Insurance

Gerrod Galliano is a registered investment advisor at Prime Capital Financial, based in Hammond, LA, with 8 years of industry experience. Gerrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
254 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)

Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.

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Location

1607 SW Railroad Ave., Hammond, LA, 70403

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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

Gerrod works as an insurance agent for Burns Estate Planning, focusing on insurance sales and service. This activity takes nearly full-time hours.

Employment History
Current Registrations
Prime Capital Financial
July 2022 - Present · 4 yrs
Previous Registrations
Burns Estate Planning & Wealth Advisors
April 2022 - July 2022 · 3 mos
Ae Wealth Management, LLC
September 2019 - April 2022 · 2 yrs 7 mos
Securian Financial Services, INC.
March 2017 - July 2019 · 2 yrs 4 mos
Securian Financial Services, INC.Broker
February 2017 - July 2019 · 2 yrs 5 mos
State Registrations1 state
LA
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.