Michael
Vaules
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Michael Vaules is a financial advisor based in Ocean City, New Jersey, working with Gallagher Fiduciary Advisors, LLC. Michael has previously held positions at Palm Cove Marketing, Inc/ Dba Flagstone Data Services, Strange Minded, Flagstone Retirement Consultants, Npc, Alv Property Management, Royal Alliance, Independent Financial Group, F3 Logic, LLC, Triad Advisors, and Gallagher Fiduciary Advisors, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Michael is part of Gallagher Fiduciary Advisors, LLC, which operates out of Ocean City, New Jersey. The firm has 45 offices and 211 employees. The firm manages assets totaling $10.2 billion and serves high-net-worth clients. 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
Michael Vaules Work History
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Alv Property Management
Flagstone Retirement Consultants
Palm Cove Marketing, Inc/ Dba Flagstone Data Services
Strange Minded
Independent Financial Group
F3 Logic, LLC
Royal Alliance
Npc
Disclosures
Please visit the SEC profile of Michael Vaules 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 Gallagher Fiduciary Advisors, LLC
Cleveland, OH
Boston, MA
Boston, MA
Houston, TX
Boston, MA
Boston, MA
Rolling Meadows, IL
Dallas, TX
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