Matthew GallagherCRD Number: 6234411
Current Firm: Odinic Advisors LLC
Matthew Gallagher (CRD# 6234411) is an Investment Advisor Representative working at Odinic Advisors LLC in Plympton, MA and has over 4 years of experience in the finance industry.
Genesis Wealth Advisors, LLC
Beacon Financial Planning Of Cape Cod
|Odinic Advisors LLC||Plympton, MA||Sep 2016 - Current||1|
|Bni Nemasket||Middleboro, MA||Jul 2015 - Current||2|
|Umass Boston||Boston, MA||Jan 2013 - Current||5|
|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|
|Greater Quincy Child Care Center||Quincy, MA||Jan 2011 - Dec 2013||2|
|State Street Corp||Boston, MA||Jul 2008 - Jul 2013||5|
|The Bollard Group||Boston, MA||Dec 2007 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management1MILLIONS
Total Number of Accounts16ACCOUNTS
Average Account Value$88,487
- 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
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