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David Gordon Gallico

David G. Gallico

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CRD#: 1001324
David Gordon Gallico

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Gordon Gallico, CFP®, ChFC®, CLU®, who also goes by David Gordon Gallicfo, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1981. David had worked at 7 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Gordon Gallicfo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

March 26, 2001 - July 27, 2007

COUNTRY TRUST BANK

RIA
CRD#: 109487
JOLIET, IL
Past

March 26, 2001 - July 27, 2007

COUNTRY CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 12060
Plainfield, IL
Past

October 10, 1990 - January 31, 2024

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
Joliet, IL
Past

January 3, 1989 - August 15, 1989

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 17, 1986 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

March 6, 1986 - June 6, 1989

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

September 19, 1981 - February 14, 1985

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

September 19, 1981 - February 14, 1985

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/11/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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