Jeffrey R. Gall,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey R. Gall, CFP®

ChFC, CLU, CPA

Founder & Owner

Jeffrey Gall Wealth Advisors

8209 Penn Way Court
Franklin, TN 37064
FINANCIAL ADVISOR'S WEBSITE
(800) 877-7210
(925) 937-6382
CONNECT WITH Jeffrey
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General

Jeffrey Gall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jeffrey Gall Wealth Advisors in Franklin, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Jeffrey R. Gall is a Registered Representative with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.  Financial Planning offered through Jeffrey Gall Wealth Advisors, a Registered Investment Advisor and a separate entity.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Attending College, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth

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