Michael GallagherCRD Number: 6302939
Current Firm: Opes Advisors, Inc.
Michael Gallagher (CRD# 6302939) is an Investment Advisor Representative working at Opes Advisors, Inc. in Morgan Hill, CA and has over 4 years of experience in the finance industry.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|Opes Advisors||Morgan Hill, CA||Sep 2013 - Current||4|
|Western Bancord||Morgan Hill, CA||Jan 2011 - Sep 2013||2|
|Avantis Capitol||Morgan Hill, CA||Feb 2004 - Dec 2010||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- 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
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA