Patrick GallagherCRD Number: 5341653
Current Firm: Lpl Financial LLC
Patrick Gallagher (CRD# 5341653) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 10 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Esl Investment Services, LLC||Rochester, NY||Mar 2015 - Current||3|
|Lpl Financial LLC||Rochester, NY||Mar 2015 - Current||3|
|Wall Street Financial Group, Inc.||Fairport, NY||Jan 2010 - Feb 2015||5|
|Axa Advisors, LLC||New York, NY||May 2007 - Dec 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY