Matthew Gallagher (CRD# 6234411) is an Investment Advisor Representative working at Odinic Advisors LLC in Plympton, MA and has over 10 years of experience in the finance industry.
CRD# 2054637
Securities America Advisors, Inc.
CRD# 1257320
Ubs Financial Services Inc.
CRD# 5025929
The Colony Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Odinic Advisors LLC | Plympton, MA | Sep 2016 - Current | 7 |
| Umass Boston | Boston, MA | Jan 2013 - Dec 2019 | 6 |
| Bni Nemasket | Middleboro, MA | Jul 2015 - Sep 2017 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Plympyon, MA | Oct 2013 - Sep 2016 | 2 |
| Waddell & Reed, Inc. | Waltham, MA | Aug 2013 - Sep 2016 | 3 |
| Gallagher Brokerage | Plympton, MA | May 2007 - Sep 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
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Total Assets Under Management3MILLIONS
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Total Number of Accounts39ACCOUNTS
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Average Account Value$71,795
- 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
MA
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