Katherine GallagherCRD Number: 5985440
Current Firm: Crest Investment Partners LLC
Katherine Gallagher (CRD# 5985440) is an Investment Advisor Representative working at Crest Investment Partners LLC in Palm Beach, FL and has over 5 years of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Crest Investment Partners LLC||Palm Beach, FL||Aug 2011 - Current||6|
|Mcgraw-hill||New York, NY||Mar 2000 - Sep 2011||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management80MILLIONS
Total Number of Accounts118ACCOUNTS
Average Account Value$679,357
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients