Luis A. Galdamez

VALTRION CAPITAL MANAGEMENT

Franklin, TN 37067

Some features on this profile are disabled

CRD#: 4658261

Professional summary

Luis A Galdamez, CFP®, who also goes by Luis Alonso Galdamez Jr, Luis Alonso Galdamez Jr., Luis Alonso Galdamez, is a registered financial advisor currently at VALTRION CAPITAL MANAGEMENT, LLC located in Franklin, Tennessee.

Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Luis has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luis Alonso Galdamez Jr | Luis Alonso Galdamez Jr. | Luis Alonso Galdamez

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.

Rob Luna Enterprises, LLC which offers the RL Wealth Academy - Paid courses via recordings and Zoom (some in person speaking events primarily on the weekends). Investment related. Located at: 3401 Mallory Ln, Suite 100, #415 Franklin, TN 37067. 5+ hours per month. 0 hours during trading hours. 12/2020. Real Talk insurance Solutions, LLC, which offers insurance products. Located at 3401 Mallory Ln, Suite 100, #415 Franklin, TN 37067. 5+ hours per month. 0 hours during trading hours. 1/2023. Alameda Mortgage Corporation; non-investment related; 1475 N Broadway, Suite 310 Walnut Creek, CA 94596; Mortgage Loan Officer; Start Date: 5/28/2024; 5 hours monthly; zero hours during security trading hours; Oversee the Real Talk Mortgage program.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luis A Galdamez's CRS (Customer Relationship Summary).

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: 2013

Experience

Current

October 11, 2022 - Present

VALTRION CAPITAL MANAGEMENT, LLC

Office #1: 3401 Mallory Ln, Suite 100, Franklin, TN 37067

RIA

CRD#: 318048

Franklin, TN

Past

January 16, 2020 - March 15, 2023

SUREVEST PRIVATE WEALTH

RIA

CRD#: 306872

LOS ANGELES, CA

Past

January 30, 2018 - February 7, 2020

SUREVEST WEALTH MANAGEMENT

RIA

CRD#: 122369

Newport Beach, CA

Past

June 12, 2017 - January 22, 2018

EQUANIMITY FINANCIAL PARTNERS

RIA

CRD#: 152050

PASADENA, CA

Past

March 9, 2017 - July 28, 2017

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Glendale, CA

Past

May 7, 2015 - May 22, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

GLENDALE, CA

Past

May 6, 2015 - May 22, 2017

LPL FINANCIAL LLC

CRD#: 6413

GLENDALE, CA

Past

September 25, 2014 - April 8, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

LOS ANGELES, CA

Past

August 14, 2014 - April 8, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

LOS ANGELES, CA

Past

April 27, 2005 - August 4, 2014

SCOTTRADE, INC.

CRD#: 8206

ENCINO, CA

Past

February 27, 2004 - April 20, 2005

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

June 5, 2003 - July 29, 2003

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALTRION CAPITAL MANAGEMENT, LLC

REAL TALK CAPITAL, LLC | VALTRION CAPITAL MANAGEMENT, LLC

CRD#: 318048 / SEC#: 801-130820

RIA

Registered Investment Advisory firm - (8/26/2024 Approved)

Arizona

Registered Investment Advisory firm - (9/9/2024 Terminated)

California

Registered Investment Advisory firm - (10/9/2024 Terminated)

Florida

Registered Investment Advisory firm - (9/9/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (9/10/2024 Terminated)

Texas

Registered Investment Advisory firm - (9/9/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/11/2022)

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

State Security Law Exam

IAR

Series 66

Date: 9/25/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/28/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/11/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/4/2003

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 4

Date: 6/1/2013

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/20/2007

General Securities Principal Examination

Current Firm

VALTRION CAPITAL MANAGEMENT, LLC

REAL TALK CAPITAL, LLC | VALTRION CAPITAL MANAGEMENT, LLC

CRD#: 318048 / SEC#: 801-130820

RIA

Registered Investment Advisory firm - (8/26/2024 Approved)

Arizona

Registered Investment Advisory firm - (9/9/2024 Terminated)

California

Registered Investment Advisory firm - (10/9/2024 Terminated)

Florida

Registered Investment Advisory firm - (9/9/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (9/10/2024 Terminated)

Texas

Registered Investment Advisory firm - (9/9/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3401 Mallory Ln, Suite 100, Franklin, TN 37067

Mailing Address

Phone number

(833) 856-2088

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALTRION CAPITAL BROCHURE (10/20/2025)

Regulatory assets under management

Total Number of Accounts	351
AUM (Assets Under Management)	$ 143,588,939

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.

Similar Advisors

Thomas Ennis

TRUIST ADVISORY SERVICES, INC.

IAR

SUITE 620, TN

James Parker

MORGAN STANLEY

IAR

Franklin, TN

Steven Glasgow

GLOBAL RETIREMENT PARTNERS LLC

IAR

Nashville, TN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Luis A. Galdamez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luis A Galdamez's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUREVEST PRIVATE WEALTH

SUREVEST WEALTH MANAGEMENT

EQUANIMITY FINANCIAL PARTNERS

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

SCOTTRADE, INC.

WAMU INVESTMENTS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

VALTRION CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/25/2014

Series 63

Date: 6/28/2003

SIE

Date: 5/22/2017

Series 7

Date: 11/11/2004

Series 6

Date: 6/4/2003

Series 4

Date: 6/1/2013

Series 24

Date: 4/20/2007

Current Firm

VALTRION CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALTRION CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors