Geneos Wealth Management, Inc
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About this Advisor
Michael Gallagher is a chartered financial analyst who works in Portland, Oregon, with 13 years in the industry. Gallagher is currently employed by Geneos Wealth Management, Inc. The advisor has gained experience at Quality Counts, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Geneos Wealth Management, Inc, The Partners Group and Tpg Financial Advisors, LLC. Gallagher holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. Geneos Wealth Management, Inc is a firm that has its headquarters in Portland, Oregon. The company has offices in 133 locations and a total of 250 advisors. It manages $3 billion in assets among its 12,689 accounts, placing it among the largest firms in the nation by assets under management. Of its 12,689 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. Geneos Wealth Management, Inc has a broad range 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 and educational seminars. Fees charged by financial advisors vary depending on the financial services. Fees charged by Geneos Wealth Management, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Geneos Wealth Management, Inc Brokerage Details
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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
Michael Gallagher Work History
Michael has 13 years of experience.
Geneos Wealth Management, Inc
The Partners Group
Tpg Financial Advisors, LLC
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Michael Gallagher has no disclosures.
Please visit their SEC profile for more details.