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Joseph Raymond Gallagher

ADVOCATE INVESTING SERVICES, LLC·WOODBINE, Maryland
SIE, Series 7, Series 8, Series 9, Series 10, Series 31, Series 63, Series 65CFPClean record28 years registeredADVOCATE INVESTING SERVICES, LLC
15949 FREDERICK ROAD, WOODBINE, MD 21797CRD# 2516132Firm CRD# 273035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Raymond Gallagher · WOODBINE, MD
Registration
CRD #2516132 · ADVOCATE INVESTING SERVICES, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Sep 2025 – present
ADVOCATE INVESTING SERVICES
Jan 2016 – present
LPL FINANCIAL LLC
Mar 2005 – Jan 2017
MOUNT AIRY, MD
STRATEGIC ADVISERS, INC.
Sep 1997 – Mar 2005
BETHESDA, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 9
Series 10
Series 31
Series 63
Series 65
Registration record
First registered · September 15, 1997
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADVOCATE INVESTING SERVICES, LLC
CRD 273035 · SEC 801-125692
AUM
$130M
Regulatory assets under management
Employees
4
310 client accounts
Services offered by ADVOCATE INVESTING SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADVOCATE INVESTING SERVICES, LLC →
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05

Frequently Asked Questions

What services does Joseph Raymond Gallagher offer?
Joseph Raymond Gallagher specializes in Financial Planning, Investment Management. Contact their office in WOODBINE, Maryland for a consultation.
What are Joseph Raymond Gallagher's credentials?
Joseph Raymond Gallagher holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph Raymond Gallagher located?
Joseph Raymond Gallagher is based in WOODBINE, Maryland, working with ADVOCATE INVESTING SERVICES, LLC. Their office serves clients in the WOODBINE metropolitan area and surrounding communities.
How does Joseph Raymond Gallagher charge for services?
Joseph Raymond 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 ADVOCATE INVESTING SERVICES, LLC?
ADVOCATE INVESTING SERVICES, LLC has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
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