E. Alan Galinsky, ChFC®
Boca Raton, Florida, 33433
Member Since 2006
Arch Financial Group ~ Where Knowledge and Integrity Converge. Determining appropriate financial strategies for families, individuals and businesses, is not a one-size-fits-all proposition. At Arch Financial Group, our strategies and recommendations are designed to help you work toward your interests, objectives and dreams. We recognize that integrity, accountability and trust are crucial elements in our relationships with every client. For this reason, we believe that having the ability to provide independent and unbiased advice is paramount to both the success of our clients and our firm. Our mission is to provide financial clarity, stability and confidence through in-depth knowledge, unbiased advice and compassionate service.
My Location
Background Information
Years of Financial Experience
- 21
Education
- Bernard Baruch College (BA)
Certifications and Designations
- ChFC®
Methods of Compensation
- Financial Planning: Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Bi-Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 1982445
- Securities Registrations: Series 63, Series 7, Series 24, Series 6
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Arizona
- California
- Colorado
- Connecticut
- Florida
- Georgia
- Hawaii
- Illinois
- Indiana
- Kentucky
- Maine
- Maryland
- Massachusetts
- Michigan
- New Jersey
- New York
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Vermont
- Virginia
- WDC
- West Virginia
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable
Investment Services
- Strategy Development, Asset allocation, Performance Reporting, Tax Efficient Strategies, Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representative associated with this listing may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WV
Investment Products
- Mutual Funds, Securities
Visit Website - http://www.archfg.com
