Patrick Gallagher (CRD# 5624781) is an Investment Advisor Representative working at Lpl Financial LLC in Trinity, FL and has over 14 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Trinity, FL | Jul 2021 - Current | 2 |
| Drp Insurance Enterprises LLC | Trinity, FL | May 2020 - Jul 2021 | 1 |
| Capital Title Solutions | Trinity, FL | Nov 2017 - Jul 2021 | 3 |
| Universal Financial Consultants | Clearwater, FL | May 2017 - Jul 2021 | 4 |
| Coastal Tax Advisory Group | Port Richey, FL | Feb 2017 - Jul 2021 | 4 |
| Rgpg Enterprises, Inc. | Trinity, FL | Nov 2016 - Jul 2021 | 4 |
| Patrick Gallagher, Pa | Port Richey, FL | Nov 2016 - Jul 2021 | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | New Port Richey, FL | Jun 2009 - Jul 2021 | 12 |
| Waddell & Reed Inc. | Trinity, FL | Dec 2008 - Jul 2021 | 12 |
| Angel, Gallagher & Associates (dba) | Port Richey, FL | Jul 2017 - Feb 2018 | < 1 |
| Angel, Gallagher & Associates | Port Richey, FL | Jan 2017 - Feb 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- FL
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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
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