Unclaimed Profile

Joseph James Gallagher

PACIFIC PORTFOLIO CONSULTING, LLC·SEATTLE, Washington

Series 65Clean record22 years registeredPACIFIC PORTFOLIO CONSULTING, LLC

701 5TH AVENUE, SEATTLE, WA 98104CRD# 4803816Firm CRD# 139505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph James Gallagher · SEATTLE, WA

Registration

CRD #4803816 · PACIFIC PORTFOLIO CONSULTING, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACIFIC PORTFOLIO CONSULTING, LLC

NEW ENERGY RESEARCH & CAPITAL LLC

Oct 2012 – Feb 2013

SEATTLE, WA

ELLIOTT COVE CAPITAL MANAGEMENT

Jun 2004 – Nov 2017

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC PORTFOLIO CONSULTING, LLC

CRD 139505 · SEC 801-66277

AUM

$4.8B

Regulatory assets under management

Employees

530 client accounts

Services offered by PACIFIC PORTFOLIO CONSULTING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACIFIC PORTFOLIO CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph James Gallagher offer?

Joseph James Gallagher specializes in Financial Planning, Investment Management, Wealth Management.

What are Joseph James Gallagher's credentials?

Joseph James Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph James Gallagher located?

Joseph James Gallagher is based in SEATTLE, Washington, last registered with PACIFIC PORTFOLIO CONSULTING, LLC.

How does Joseph James Gallagher charge for services?

Joseph 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 PACIFIC PORTFOLIO CONSULTING, LLC?

PACIFIC PORTFOLIO CONSULTING, LLC has approximately 22 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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