Unclaimed
Terence Gallagher is a financial advisor with over 20 years of experience in the industry. Currently registered as a Registered Representative and Investment Advisor Representative in Virginia, Terence works at Allstate Financial Advisors, LLC, where he has been employed since August 2020. Previously, Terence was with Ameriprise Financial Services, LLC from April 2018 until February 2020. Terence has a broad background in the industry having previously worked for a number of companies including: Lincoln Financial Advisors Corporation, Pruco Securities, LLC, Lincoln Investment, and Vision Securities, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
VA
08/20/2020 - Present
Allstate Financial Advisors, LLC (Reston VA)
VA
04/25/2018 - 02/26/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Leesburg VA)
VA
08/31/2017 - 04/18/2018
PRUCO SECURITIES, LLC. (VIENNA VA)
MD
03/01/2016 - 05/23/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (Frederick MD)
MD
09/17/2008 - 03/01/2016
LINCOLN INVESTMENT (GAITHERSBURG MD)
NY
05/25/2007 - 03/05/2008
VISION SECURITIES INC. (PORT WASHINGTON NY)
NY
07/13/2004 - 02/01/2007
VISION SECURITIES INC. (MELVILLE NY)
NY
02/26/2003 - 07/07/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
OH
01/18/2001 - 02/22/2002
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
04/19/2000 - 01/08/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
TX
07/30/1999 - 01/26/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
07/16/1999 - 01/26/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MD
04/14/1998 - 07/16/1999
H. BECK, INC. (ROCKVILLE MD)
NJ
01/30/1995 - 05/13/1996
R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)
MD
01/21/1994 - 12/31/1994
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NY
03/15/1993 - 01/10/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
MD
06/24/1992 - 02/24/1993
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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