Timothy Gallagher, financial advisor Mountian View CA

Timothy Gallagher

CRD Number: 4275580
Current Firm: Liberty Wealth Management, LLC

Timothy Gallagher (CRD# 4275580) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Mountian View, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Financial Services, LLC Topeka, KS Aug 2020 - Current < 1
Liberty Wealth Management, LLC Mountain View, CA May 2018 - Current 2
Liberty Group, LLC Oakland, CA Jun 2017 - Aug 2020 3
Homemaker San Jose, CA Aug 2016 - May 2017 < 1
E*trade Capital Management LLC Menlo Park, CA May 2011 - Aug 2016 5
E*trade Securiies LLC Menlo Park, CA May 2011 - Aug 2016 5
E*trade Savings Bank Palo Alto, CA May 2011 - Oct 2013 2
Homemaking San Jose, CA Oct 2010 - Apr 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Timothy D. Gallagher
Phone Number: 510-658-1880
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    990
    MILLIONS
  • Total Number of Accounts
    2,053
    ACCOUNTS
  • Average Account Value
    $482,234
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, IL, NV, OR, TN, TX, WA

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