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Brian Patrick Gallagher

Blbb Advisors

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About Brian Patrick Gallagher

Brian Gallagher is a financial advisor with Blbb Advisors. Brian has been a financial advisor for 5 years. Brian's experience includes working as a financial advisor at Burke, Lawton, Brewer & Burke, LLC. Brian has the following licenses and certifications: Series 66, Series 24, Series 7 and SIE. Brian is also a Certified Financial Planner. Brian specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.

Firm Information

Brian Gallagher is currently registered with Blbb Advisors. Blbb Advisors is an investment advisor registered with the SEC. The firm has been providing financial planning, pension consulting, and educational seminars to clients since its founding. They also offer selection of other advisors and portfolio management for individuals. Blbb Advisors manages approximately $2.3 billion in assets for a diverse client base, including individuals, corporations, pension plans, and charitable organizations.
Blbb Advisors

103 MONTGOMERY AVENUE

MONTGOMERYVILLE, PA 18936

$2.30B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Gallagher’s Registration & Firm History

PA

08/12/2015 - Present

Blbb Advisors (MONTGOMERYVILLE PA)

PA

04/13/2015 - 08/30/2019

BURKE, LAWTON, BREWER & BURKE, LLC (MONTGOMERYVILLE PA)

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Licenses & Designations

BOTH

Issued 08/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Patrick Gallagher.
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