Unclaimed
Christopher Gallagher is an investment advisor representative with Gallagher Wealth Management. Christopher has been in the financial industry since 1997 and has experience in financial planning, portfolio management, and pension consulting. Christopher is registered in California and Texas and has a Series 7, Series 24, and Series 63 license. Gallagher Wealth Management is a Registered Investment Advisor firm based in Danville, California.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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CA
02/26/2014 - Present
Gallagher Wealth Management (DANVILLE CA)
CA
03/13/1997 - 03/30/2012
LPL FINANCIAL LLC (DANVILLE CA)
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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