Perry A. Kotval

GALILEO PLANNING GROUP,

Menlo Park, CA 94025

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CRD#: 2027093

Professional summary

Perry Andrew Kotval, CFP® is a registered financial advisor currently at GALILEO PLANNING GROUP, INC located in Menlo Park, California.

Perry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Perry has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Perry Andrew Kotval's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1993

Experience

Current

August 18, 2009 - Present

GALILEO PLANNING GROUP, INC

Office #1: 4600 Bohannon Drive Suite 260, Menlo Park, CA 94025

RIA

CRD#: 142586

Menlo Park, CA

Past

March 5, 1990 - December 31, 1990

DERAND/PENNINGTON/BASS, INC.

CRD#: 4679

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/18/2009)

IAR

Washington
(11/19/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 1/20/1990

General Securities Representative Examination

Current Firm

GALILEO PLANNING GROUP, INC

CRD#: 142586 / SEC#:

California

Registered Investment Advisory firm - (2/22/2007 Approved)

Oregon

Registered Investment Advisory firm - (12/8/2006 Approved)

Texas

Registered Investment Advisory firm - (6/17/2009 Conditional Restricted)

Washington

Registered Investment Advisory firm - (11/28/2006 Approved)

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Contact information

Main Address

4600 Bohannon Drive Suite 260, Menlo Park, CA 94025

Mailing Address

Phone number

(650) 328-8410

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Perry A. Kotval

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry Andrew Kotval's CRS (Customer Relationship Summary).

Certified licenses

Experience

GALILEO PLANNING GROUP, INC

DERAND/PENNINGTON/BASS, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 1/20/1990

Current Firm

GALILEO PLANNING GROUP, INC

Contact information

Documents

Red Flags

Company Information

GALILEO PLANNING GROUP, INC

TRUST BUT VERIFY

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