Unclaimed
Quentin Garrett Stoker is a financial advisor with Gallagher Capital Management, LLC. Quentin is a Certified Public Accountant with experience in tax preparation and accounting. Quentin is a Personal Financial Specialist and specializes in providing financial advice to high-net-worth individuals, pooled investment vehicles and individuals other than high-net-worth. Quentin's background in accounting makes him well-equipped to assist clients with developing comprehensive financial plans. Quentin is registered as an Investment Advisor Representative in Colorado.
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
01/10/2024 - Present
Gallacher Capital Management, LLC (LONE TREE CO)
IA
Issued 10/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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