Richard GallagherCRD Number: 6152167
Current Firm: Montage Investments, LLC
Richard Gallagher (CRD# 6152167) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Montage Securities, LLC||Leawood, KS||Jan 2013 - Current||4|
|Montage Investments||Leawood, KS||Oct 2012 - Current||4|
|Unemployed||Leawood, KS||Aug 2012 - Oct 2012||< 1|
|Tyson Foods||Springdale, AR||Jan 2006 - Aug 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management36MILLIONS
Total Number of Accounts12ACCOUNTS
Average Account Value$2,980,818
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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