Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Gallagher is a financial advisor with over 42 years of experience in the industry. He has been registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) since 1999. Vincent is a registered representative of LPL Financial LLC and provides financial advisory services to a wide range of clients, including individuals, businesses, and institutions. He is currently licensed to provide financial advice in 24 states. In addition to his role at LPL Financial, Vincent is also associated with Pathway Growth Partners, LLC, an entity for his LPL business. His primary focus is on providing investment advice and financial planning services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
04/28/2023 - Present
LPL Financial LLC (BRIDGEPORT OH)
OH
05/02/2016 - 04/27/2023
CETERA ADVISOR NETWORKS LLC (BRIDGEPORT OH)
WV
03/15/2006 - 04/29/2016
KESTRA INVESTMENT SERVICES, LLC (WHEELING WV)
WV
10/20/2000 - 03/03/2006
HAZLETT, BURT & WATSON, INC. (WHEELING WV)
NY
06/26/1980 - 11/17/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vincent Gallagher is the right advisor for you? Invested Better is here to help.
