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Denise Janice Gallagher

AFFINITY INVESTMENT GROUP, LLC·EXETER, New Hampshire
Clean recordAFFINITY INVESTMENT GROUP, LLC
18 HAMPTON ROAD, EXETER, NH 03833CRD# 7500505Firm CRD# 117191

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Denise Janice Gallagher · EXETER, NH
Registration
CRD #7500505 · AFFINITY INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Denise Janice Gallagher is a registered financial advisor based in EXETER, New Hampshire, affiliated with AFFINITY INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
AFFINITY INVESTMENT GROUP, LLC
AFFINITY INVESTMENT GROUP, LLC
AUM
$445M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at AFFINITY INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 7500505
Firm CRD# 117191
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Denise Janice Gallagher offer?
Denise Janice Gallagher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXETER, New Hampshire for a consultation.
What are Denise Janice Gallagher's credentials?
Denise Janice Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Denise Janice Gallagher located?
Denise Janice Gallagher is based in EXETER, New Hampshire, working with AFFINITY INVESTMENT GROUP, LLC. Their office serves clients in the EXETER metropolitan area and surrounding communities.
How does Denise Janice Gallagher charge for services?
Denise Janice Gallagher's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY INVESTMENT GROUP, LLC?
AFFINITY INVESTMENT GROUP, LLC has approximately 8 employees and manages $445M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AFFINITY INVESTMENT GROUP, LLC

Peter Wright Willcox
EXETER, NH
Gregory Bruce Gagne
EXETER, NH

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