William Gallagher, financial advisor Red Bank NJ
96 score

William Gallagher

CRD Number: 4520337
Current Firm: Wbi Investments, Inc.

William Gallagher (CRD# 4520337) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 13 years of experience in the finance industry. William Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Quasar Distributors, LLC Milwaukee, WI Dec 2010 - Current 6
Hartshorne Group, Inc. Red Bank, NJ Sep 2009 - Current 7
Wbi Investments Red Bank, NJ Jul 2007 - Current 9
Commerce Capital Markets, Inc. South Plainfield, NJ Feb 2003 - Jul 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for William F. Gallagher
Phone Number: 732-842-4920
Firm Website: http://www.wbishares.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,069
    MILLIONS
  • Total Number of Accounts
    11,686
    ACCOUNTS
  • Average Account Value
    $262,596
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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