Shawn GallagherCRD Number: 7017190
Current Firm: Kestra Advisory Services, LLC
Shawn Gallagher (CRD# 7017190) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 3 years of experience in the finance industry.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Piatchek & Associates||Springfield, MO||Sep 2018 - Current||4|
|Kestra Advisory Services, LLC||Springfield, MO||Sep 2018 - Current||4|
|Kestra Investment Services, LLC||Springfield, MO||Sep 2018 - Current||4|
|Barnes And Noble||Springfield, MO||Nov 2015 - May 2019||3|
|Penmac Staffing Company||Springfield, MO||Aug 2016 - Aug 2018||2|
|Stay At Home Parent||Springfield, MO||Nov 2014 - Nov 2015||1|
|American Red Cross||Springfield, MO||Oct 2012 - Nov 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management45,081MILLIONS
Total Number of Accounts127,790ACCOUNTS
Average Account Value$352,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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