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Joseph Raymond Gallagher

ADVOCATE INVESTING SERVICES, LLC·WOODBINE, Maryland
Clean recordADVOCATE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Raymond Gallagher is a registered financial advisor based in WOODBINE, Maryland, affiliated with ADVOCATE INVESTING SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ADVOCATE INVESTING SERVICES, LLC
ADVOCATE INVESTING SERVICES
AUM
$130M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ADVOCATE INVESTING SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2516132
Firm CRD# 273035
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)
City Guides
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Research
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