Unclaimed
Richard Gallagher is a financial advisor with over 8 years of experience in the financial services industry. Richard currently works at Mariner Wealth and is registered with the state of Kansas. Previously, Richard was employed by TORTOISE SECURITIES, LLC and MONTAGE SECURITIES, LLC. Richard has passed the Series 66, Series 7 and SIE exams. Richard's areas of specialization include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Richard holds Series 66, Series 7 and SIE securities licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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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2
KS
09/09/2021 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
07/06/2017 - 04/07/2020
TORTOISE SECURITIES, LLC (Leawood KS)
KS
04/11/2013 - 07/03/2017
MONTAGE SECURITIES, LLC (LEAWOOD KS)
BOTH
Issued 06/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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