Andrew C. Galvin

THE PREMIER ADVISORY GROUP

Omaha, NE 68164

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CRD#: 6879821

Professional summary

Andrew Christopher Galvin is a registered financial advisor currently at THE PREMIER ADVISORY GROUP, LLC located in Omaha, Nebraska.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andrew has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

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.

1) THE PREMIER GROUP, LLC; INVESTMENT RELATED; 11605 MIRACLE HILLS DRIVE. SUITE 205, OMAHA, NE 68154; INSURANCE AGENCY; AGENT; STARTED 05/2021; 160 HOURS PER MONTH; 160 HOURS DURING TRADING HOURS; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Christopher Galvin'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®

None

Experience

Current

June 22, 2021 - Present

THE PREMIER ADVISORY GROUP, LLC

Office #1: 11910 Stonegate Drive \, Omaha, NE 68164

RIA

CRD#: 173071

Omaha, NE

Past

October 30, 2019 - May 10, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

OMAHA, NE

Past

October 30, 2019 - May 10, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

OMAHA, NE

Past

March 13, 2019 - September 19, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

OMAHA, NE

Past

March 11, 2019 - September 19, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Omaha, NE

Past

February 16, 2018 - September 19, 2019

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

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

Nebraska
(6/22/2021)

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: 3/5/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/4/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/16/2018

General Securities Representative Examination

Current Firm

THE PREMIER ADVISORY GROUP, LLC

ALTMAN WEALTH MANAGEMENT LLC | THE PREMIER ADVISORY GROUP, LLC | PREMIER WEALTH MANAGEMENT, LLC

CRD#: 173071 / SEC#:

Iowa

Registered Investment Advisory firm - (4/4/2018 Approved)

Nebraska

Registered Investment Advisory firm - (10/30/2014 Approved)

New Mexico

Registered Investment Advisory firm - (9/28/2017 Approved)

Texas

Registered Investment Advisory firm - (1/29/2016 Conditional Restricted)

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Contact information

Main Address

11910 Stonegate Drive \, Omaha, NE 68164

Mailing Address

Phone number

(402) 557-6730

Established

Firm type

Fiscal year end

# of Employees

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.

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Andrew C. Galvin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Christopher Galvin's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PREMIER ADVISORY GROUP, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2019

Series 63

Date: 6/4/2018

SIE

Date: 10/1/2018

Series 7

Date: 2/16/2018

Current Firm

THE PREMIER ADVISORY GROUP, LLC

Contact information

Documents

Red Flags

Company Information

THE PREMIER ADVISORY GROUP, LLC

TRUST BUT VERIFY

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