Patrick GallagherCRD Number: 5624781
Current Firm: Waddell & Reed
Patrick Gallagher (CRD# 5624781) is an Investment Advisor Representative working at Waddell & Reed in Tampa, FL and has over 8 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Universal Financial Consultants||Clearwater, FL||May 2017 - Current||< 1|
|Coastal Tax Advisory Group||Port Richey, FL||Feb 2017 - Current||1|
|Rgpg Enterprises, Inc.||Trinity, FL||Nov 2016 - Current||1|
|Patrick Gallagher, Pa||Port Richey, FL||Nov 2016 - Current||1|
|Various Insurance Carriers For W & R Insurance Agencies||New Port Richey, FL||Jun 2009 - Current||8|
|Waddell & Reed Inc.||Port Richey, FL||Dec 2008 - Current||9|
|Angel, Gallagher & Associates (dba)||Port Richey, FL||Jul 2017 - Feb 2018||< 1|
|Angel, Gallagher & Associates||Port Richey, FL||Jan 2017 - Feb 2018||1|
|Dirty Detailing||Fort Myers, FL||Apr 2004 - Nov 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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
- 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, 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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