Azul Galvez is a registered investment advisor at Galvez Financial LLC, based in Parrish, FL, with 5 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
The fees for investment advisory services are included in the financial planning fees. Galvez Financial does not receive compensation based on the value of your portfolio.
Location
11253 Rolling Fork Trail, Parrish, FL, 34219
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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.
Learn about disclosures →Employment History
Current Registrations
Galvez Financial LLC
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
Human Interest Advisors LLC
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.