Debra Gaglioti
Professional summary
Debra Gaglioti, who also goes by Debra Franzese, is a registered financial advisor currently at CAPITAL PLANNING ASSOCIATES, INCORPORATED located in Marlton, New Jersey.
Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Debra has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Debra Gaglioti's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 26, 2005 - Present
CAPITAL PLANNING ASSOCIATES, INCORPORATED
Office #1: 525 Route 73 North Suite 218, Marlton, NJ 08053October 18, 2010 - May 9, 2018
FSC SECURITIES CORPORATION
August 18, 2010 - May 9, 2018
FSC SECURITIES CORPORATION
August 13, 2007 - June 30, 2010
NATIONAL PLANNING CORPORATION
August 13, 2007 - June 30, 2010
NATIONAL PLANNING CORPORATION
May 18, 2004 - August 16, 2007
WALNUT STREET SECURITIES, INC.
March 3, 2003 - May 10, 2004
RF CONSULTING GROUP, LLC
February 4, 2003 - August 16, 2007
WALNUT STREET SECURITIES, INC.
July 2, 2002 - January 31, 2003
EQUITABLE ADVISORS, LLC
December 7, 2001 - January 31, 2003
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/26/2005)
Exams
Current Firm
CAPITAL PLANNING ASSOCIATES, INCORPORATED
CRD#: 128863 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 3,000,000 |
Red Flags
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