William
Gallagher

Commonwealth Financial Network

CRD#4293067
Investment Advisor
in Wilmington, DE

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

William Gallagher is a financial advisor who works out of Wilmington, Delaware, who has been in the industry for 10 years. Gallagher is an employee of Commonwealth Financial Network. During their career, the advisor has held roles at Wsfs Bank, Invest Financial Corp and Commonwealth Financial Network. Gallagher maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Delaware and Pennsylvania. Commonwealth Financial Network is a company that has its headquarters in Wilmington, Delaware. The company has offices in 1,090 locations and a total of 3,400 advisors. It administers $111 billion in assets between its 436,517 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 277 charities and foundations. Of its 436,517 client accounts, just 4% belong to high-net-worth individuals who have more than $1 million in investable assets. Commonwealth Financial Network provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management depend on which service is provided. However, fee types charged by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4730 Limestone Road
Wilmington, DE 19808

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

DE Average: $16,012,751,954
Total Number of Employees

3,400

DE Average: 118
Total Number of Accounts

436,517

DE Average: 4,567
Average Account Size

$255,295

DE Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

William Gallagher Work History

William has 10 years of experience.

2015 - Present (6 years)

Commonwealth Financial Network

2010 - Present (11 years)

Wsfs Bank

2010 - 2015 (5 years)

Invest Financial Corp

Disclosures

William Gallagher has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started