Richard
Leblanc
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Richard Leblanc is a financial advisor based in Wakefield, Massachusetts, working with Gallagher Fiduciary Advisors, LLC. Richard has previously held positions at Masubco Enterprises Inc, National Planning Corporation, Independent Financial Group, LLC, F3Logic, LLC, Gallagher Fiduciary Advisors, LLC, and Triad Advisors. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Richard is part of Gallagher Fiduciary Advisors, LLC, which operates out of Wakefield, Massachusetts. The firm has 45 offices and 211 employees. The firm manages assets totaling $10.2 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Gallagher Fiduciary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$10,243,478,622
211
4,100
$2,498,409
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
- Other
Richard Leblanc Work History
Gallagher Fiduciary Advisors, LLC
Triad Advisors
Independent Financial Group, LLC
F3Logic, LLC
National Planning Corporation
Masubco Enterprises Inc
Disclosures
Please visit the SEC profile of Richard Leblanc to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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