Unclaimed
Boman Bird Stacey is an Investment Advisor Representative at Gallacher Capital Management, LLC. Boman has been in the industry since July 2016 and holds a Series 65 license. Boman is registered with the state of Colorado. The advisor's firm, Gallacher Capital Management, LLC, specializes in providing financial planning, selection of other advisors, and portfolio management services for individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
10/25/2021 - Present
Gallacher Capital Management, LLC (LONE TREE CO)
IA
Issued 10/17/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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