Gary
Gallagher
Certior Financial Group, LLC
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About this Advisor
Gary Gallagher is a financial advisor operating in King Of Prussia, Pennsylvania with 7 years of relevant experience. Gallagher is currently employed by Certior Financial Group, LLC. During their career, the advisor has held roles at Ing Financial Partners, Inc, Gary P Gallagher, Kantor Financial Group, LLC, Voya Financial Advisors and Mutual Securities, Inc. Gallagher maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Certior Financial Group, LLC is a registered investment business that has its headquarters in King Of Prussia, PA. It has a total of 10 employees. It oversees $240 million in assets under management between its 1,243 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,243 accounts, 36% are held by high-net-worth individuals who have more than $1 million in assets. Certior Financial Group, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on the type of services provided. However, fees charged by Certior Financial Group, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certior Financial Group, LLC Brokerage Details
$240,401,702
10
1,243
$193,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gary Gallagher Work History
Gary has been registered as a financial advisor for 7 years.*
Kantor Financial Group, LLC
Mutual Securities, Inc
Gary P Gallagher
Kantor Financial Group, LLC
Voya Financial Advisors
Ing Financial Partners, Inc
*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 Gary 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 Certior Financial Group, LLC
Norristown, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
Norristown, PA
King Of Prussia, PA
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.
