Joseph Gallagher (CRD# 6231649) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 9 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Financial Group, Inc. | West Conshohocken, PA | Aug 2017 - Current | 6 |
| J.p. Morgan Chase Bank, Na | Philadelphia, PA | Jan 2017 - Aug 2017 | < 1 |
| J.p. Morgan Securities LLC | Philadelphia, PA | Jun 2010 - Aug 2017 | 7 |
| J.p. Morgan Services Inc. Eimination Company | Newark, DE | Jun 2010 - Aug 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
- PA
-
Total Assets Under Management3,213MILLIONS
-
Total Number of Accounts3,917ACCOUNTS
-
Average Account Value$820,394
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
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