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FF

Finbar Fowler

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CRD#: 6821210
FF

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.

Finbar Fowler, who also goes by Finbar Oscar Fowler, was a registered financial professional .

Finbar is a previously registered financial professional and started their career in finance in 2017. Finbar had worked at 1 firm and has passed the Series 65 and Series 63 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Finbar Oscar Fowler

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®
None

Experience


Past

September 6, 2017 - April 19, 2018

GALILEO PLANNING GROUP, INC

RIA
CRD#: 142586
SAN MATEO, CA

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
IAR
Series 65
Date: 9/6/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/24/2016
Uniform Securities Agent State Law Examination

Current Firm


GP
GALILEO PLANNING GROUP, INC
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
7

Documents


Latest Form ADV

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


GALILEO PLANNING GROUP, INC

CRD#: 142586

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