Maxwell
Gallagher
Brighton Jones LLC
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About this Advisor
Maxwell Gallagher is a certified financial planner who works out of Newport Beach, California with 2 years of relevant experience. Gallagher is an advisor for Brighton Jones LLC. Throughout their career, Gallagher has worked at Dimensional Fund Advisors, School, Bbva Compass, University Of Alabama and Brighton Jones. Gallagher maintains a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in California and Texas. Brighton Jones LLC is a registered investment company that has its headquarters in Seattle, WA. The firm has offices in 18 locations and a total of 224 financial advisors. It manages $10 billion in total assets between its 2,681 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 2,681 client accounts, 73% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules are based on which services the firm provides the client. Fees charged by Brighton Jones LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brighton Jones LLC Brokerage Details
$9,458,381,210
224
2,681
$3,527,930
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Maxwell Gallagher Work History
Maxwell has been registered as a financial advisor for 2 years.*
Brighton Jones
Dimensional Fund Advisors
Bbva Compass
University Of Alabama
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Maxwell Gallagher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brighton Jones LLC
Denver, CO
Seattle, WA
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Dallas, TX
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
