Terence Gallagher is a registered investment advisor at Farther, based in San Francisco, CA, with 20 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Farther
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Kaufman Bros., L.P.Broker
Assent LLCBroker
Crown Financial Group, INC.Broker
Andover Brokerage, L.L.C.Broker
Spear, Leeds & Kellogg, L.P.Broker
State Registrations2 states
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