John
Gallagher
Gallagher Capital Advisors, LLC
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About this Advisor
John Gallagher is a financial advisor who works in Argyle, Texas with 9 years of industry experience. Gallagher is an employee of Gallagher Capital Advisors, LLC. Their career trajectory has included roles at Principal Mutual, Princor Financial Services Corporation and Gallagher Capital Advisors, LLC. Gallagher holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in Texas. Gallagher Capital Advisors, LLC is a firm operating in Argyle, Texas. It has $124 million in assets across its 490 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 490 accounts, 15% belong to high-net-worth investors who have more than $1 million in assets. Gallagher Capital Advisors, LLC performs a set of services, such as portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees vary depending on which services are provided. However, fee types billed by Gallagher Capital Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gallagher Capital Advisors, LLC Brokerage Details
$123,697,418
1
490
$252,444
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Gallagher Work History
John has been registered as a financial advisor for 9 years.*
Gallagher Capital Advisors, LLC
Principal Mutual
Princor Financial Services Corporation
*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 John 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 Gallagher Capital Advisors, LLC
Argyle, TX
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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