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Christopher James Gallagher

GALLAGHER WEALTH MANAGEMENT, INC·DANVILLE, California
Series 7, Series 24, Series 63Clean record28 years registeredGALLAGHER WEALTH MANAGEMENT, INC
4155 BLACKHAWK PLAZA CIRCLE, DANVILLE, CA 94506CRD# 2847397Firm CRD# 161266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher James Gallagher · DANVILLE, CA
Registration
CRD #2847397 · GALLAGHER WEALTH MANAGEMENT, INC · 28 years registered
Brand Profile
Not yet started
01

Career History

GALLAGHER WEALTH MANAGEMENT
Mar 2012 – present
LPL FINANCIAL LLC
Dec 1997 – Mar 2012
DANVILLE, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · December 31, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GALLAGHER WEALTH MANAGEMENT, INC
CRD 161266 · SEC 801-131231
AUM
$105M
Regulatory assets under management
Employees
3
338 client accounts
Services offered by GALLAGHER WEALTH MANAGEMENT, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GALLAGHER WEALTH MANAGEMENT, INC →
Introduction

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05

Frequently Asked Questions

What services does Christopher James Gallagher offer?
Christopher James Gallagher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DANVILLE, California for a consultation.
What are Christopher James Gallagher's credentials?
Christopher James Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher James Gallagher located?
Christopher James Gallagher is based in DANVILLE, California, working with GALLAGHER WEALTH MANAGEMENT, INC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Christopher James Gallagher charge for services?
Christopher James Gallagher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GALLAGHER WEALTH MANAGEMENT, INC?
GALLAGHER WEALTH MANAGEMENT, INC has approximately 3 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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