John
Gallagher

Gallagher Capital Advisors, LLC

CRD#3060289
Investment Advisor
in Argyle, TX

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About this Advisor

John Gallagher is a financial advisor based in Argyle, Texas, working with Gallagher Capital Advisors, LLC. John has previously held a position at Gallagher Capital Advisors, LLC. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, John is part of Gallagher Capital Advisors, LLC, which operates out of Argyle, Texas. The firm has one employee and manages assets totaling $155.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as pension consulting services. The fee structure at Gallagher Capital Advisors, LLC is asset-based.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Argyle, TX

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Gallagher Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$155,441,419

Total Number of Employees

1

Total Number of Accounts

522

Average Account Size

$297,780

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

John Gallagher Work History

2014 - Present (11 years)

Gallagher Capital Advisors, LLC

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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

John Gallagher
Argyle, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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