Kyle Gallagher (CRD# 5449203) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salem, OR and has over 16 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Portland, OR | Nov 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland, OR | Oct 2018 - Current | 5 |
| Northwestern Mutual Investment Services LLC | Portland, OR | May 2018 - Oct 2018 | < 1 |
| Morgan Shull | Portland, OR | Dec 2017 - Oct 2018 | < 1 |
| Morgan Shull | Portland, OR | Nov 2017 - Dec 2017 | < 1 |
| Amazon | Hillsboro, OR | Aug 2017 - Nov 2017 | < 1 |
| Unemployed | Beaverton, OR | May 2017 - Aug 2017 | < 1 |
| Northwest Staple Supply | Lake Oswego, OR | Aug 2015 - May 2017 | 1 |
| Unemployed | Lake Oswego, OR | Feb 2015 - Aug 2015 | < 1 |
| Hanson Insurance Group | Corvallis, OR | Dec 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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