John Gallagher is a CFP-designated registered investment advisor, based in Harleysville, PA, with 33 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
464 Main Street, Harleysville, PA, 19438
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells fixed insurance products, dedicating minimal time to this activity. He also owns or co-owns multiple rental properties and is a co-owner of Otium Ventures, LLC, a real estate management entity, each taking minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Capital Analysts
Lincoln Investment
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Equities LLCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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