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Eric Galloway

Advisor at Kestra Advisory

Updated today

Location

Defuniak Springs, FL

Credentials

Series 66

Industry experience

17 years

About

Eric Galloway is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 17 years of industry experience, including 16 years at Edward Jones before joining Kestra in 2024. Galloway also operates Galloway Wealth Management, where he provides financial planning and insurance services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and provides access to multiple management platforms and complex investment products.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

Defuniak Springs, FL

Most active in

Florida · Texas

Work history

Kestra Advisory

2024 - Present (2 years)

Kestra investment Services, LLC

2024 - Present (2 years)

Edward Jones

2008 - 2024 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Charles M

Series 63, Series 65

Defuniak Springs, FL

Arete Wealth Advisors, LLC

Charles Majors is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at several firms, including Center Street Advisors, Inc., and has operated Majors Financial Group since 2001. Outside of his advisory role, he serves as president of Majors Financial Group, Inc., which sells life, health, and disability insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels within its service offerings.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner

Timothy S

Series 66

Defuniak Springs, FL

Edward Jones

Timothy Singleton is a financial advisor with Edward Jones in Defuniak Springs, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he served six years in the United States Army. Outside of his advisory role, he works as a pyro technician for Pyro Shows Inc., setting up fireworks displays for special events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
user avatar

Bethany J

Series 66

Defuniak Springs, FL

Equitable Advisors

Bethany Joyner is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has one year of industry experience, having previously worked at Primerica Financial Services. Outside of her advisory role, she volunteers as a bookkeeper for Sanford & Sisters. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party managers and a hybrid referral and implementation model.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Robert N

Series 63, Series 65

Defuniak Springs, FL

Equitable Advisors

Robert Neale is a financial advisor with Equitable Advisors in Defuniak Springs, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Neale serves as a volunteer board member for Walton Academy and is a board member of the Defuniak Springs Kiwanis Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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