Karl
Gill

Gallagher Fiduciary Advisors, LLC

CRD#6383132
Investment Advisor
in Houston, TX

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About this Advisor

Karl Gill is a financial advisor working out of Houston, Texas with 1 year of industry experience. Gill currently works for Gallagher Fiduciary Advisors, LLC. Their career trajectory has included roles at Ascende, Inc, Ascende Wealth Advisors, Inc, Ascende Wealth Advisers, Inc, Paccar, Inc, Prime Capital Investment Advisors, LLC, Invesco, Kestra Financial, Inc, Arthur J Gallager, Alaska Air Group, Triad Advisors and Gallagher Fiduciary Advisors, LLC. Gill holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and Washington. Gallagher Fiduciary Advisors, LLC is a financial advisory company operating out of Rolling Meadows, IL. It has offices in 25 locations and a total of 134 employees. It administers $7 billion in assets under management between its 113 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm has a broad range of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees largely depend on the type of services offered. Fee types charged by Gallagher Fiduciary Advisors, LLC likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1900 W. Loop South, Ste. 1600
Houston, TX 77027

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Gallagher Fiduciary Advisors, LLC Brokerage Details

Total Assets Under Management

$6,543,290,721

TX Average: $6,674,516,078
Total Number of Employees

134

TX Average: 44
Total Number of Accounts

113

TX Average: 2,564
Average Account Size

$57,905,228

TX Average: $2,603,165

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Karl Gill Work History

Karl has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Triad Advisors

2022 - Present (2 years)

Gallagher Fiduciary Advisors, LLC

2022 - 2022 (< 1 year)

Alaska Air Group

2019 - 2022 (3 years)

Kestra Financial, Inc

2019 - 2022 (3 years)

Arthur J Gallager

2018 - 2018 (< 1 year)

Prime Capital Investment Advisors, LLC

2018 - 2019 (1 year)

Invesco

2016 - 2018 (2 years)

Ascende Wealth Advisers, Inc

2015 - 2016 (1 year)

Paccar, Inc

2014 - 2015 (1 year)

Ascende Wealth Advisors, Inc

2012 - 2015 (3 years)

Ascende, 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 Karl Gill 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

Barton Kershner
Rockville, MD
Kathy Seimet
Bloomfield Hills, MI
William Deyoung
East Hartford, CT
Shawn Aulenbach
Boston, MA
Stephen Mann
Rolling Meadows, IL
Ryan Olson
Dallas, TX
Douglas Feltz
Carmel, IN
Christopher Wolff
Mount Laurel, NJ

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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