linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Terence Edward Gallagher

Farther

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Terence? Claim Your Profile

About Terence Edward Gallagher

Terence Gallagher is a financial advisor with Farther. Terence has been in the industry for more than 25 years. He is registered with the state of New Jersey and New York. His areas of specialization include financial planning, portfolio management for individuals, publication of periodicals, and pension consulting.

Firm Information

Terence Gallagher is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Terence Gallagher’s Registration & Firm History

CA

02/20/2024 - Present

Farther (SAN FRANCISCO CA)

NJ

08/10/2023 - 03/12/2024

CETERA ADVISOR NETWORKS LLC (Martinsville NJ)

NJ

06/23/2016 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (Martinsville NJ)

NY

03/07/2008 - 03/29/2010

KAUFMAN BROS., L.P. (NEW YORK NY)

IL

01/26/2007 - 07/11/2007

ASSENT LLC (BOLINGBROOK IL)

NJ

09/09/2002 - 02/03/2005

CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)

NY

06/27/2002 - 09/18/2002

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

NY

08/20/1996 - 03/12/2002

SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)

Not sure if Terence Edward Gallagher is right for you?

Licenses & Designations

BOTH

Issued 08/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/24/2009

Series 3 - National Commodity Futures Examination

BC

Issued 06/01/1998

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terence Edward Gallagher.
Not sure if Terence Edward Gallagher is right for you?