Timothy Gallagher (CRD# 4275580) is an Investment Advisor Representative working at Vita Planning Group LLC in Vancouver, WA and has over 23 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Vita Planning Group LLC | Vancouver, WA | Mar 2021 - Current | 3 |
Ae Financial Services, LLC | Topeka, KS | Aug 2020 - Jul 2021 | < 1 |
Liberty Wealth Management, LLC | Mountain View, CA | May 2018 - Apr 2021 | 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 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2000 |
S65 | NASAA Investment Advisors Law Examination | Jan 2001 |
- CA
- TX
- WA
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts99ACCOUNTS
-
Average Account Value$432,237
- 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
CA, CO, IL, NV, TX, WA
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