Joseph
Gallagher
Advocate Investing Services
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About this Advisor
Joseph Gallagher is a certified financial planner working in Woodbine, Maryland who has 7 years of industry experience. Gallagher is an advisor for Advocate Investing Services. The advisor has gained experience at Lpl Financial, LLC and Advocate Investing Services. Gallagher maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Maryland. Advocate Investing Services is a registered investment business based out of Woodbine, MD. It controls $119 million in assets under management between its 183 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides services to three charitable organizations. Of its 183 accounts, 24% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Advocate Investing Services offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors vary depending on the type of financial services offered. Fee types billed by Advocate Investing Services can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advocate Investing Services Brokerage Details
$118,905,011
4
183
$649,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Joseph Gallagher Work History
Joseph has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Advocate Investing Services
*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 Joseph 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 Advocate Investing Services
Woodbine, MD
Potomac, MD
Woodbine, MD
Woodbine, MD
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.
