Joseph Gallagher
Joseph Gallagher is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
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Regulatory History (1)
Employment Separation After Allegations
February 2014Other Business ActivitiesSells Insurance
Joseph is a managing partner at GC Wealth Management, LLC, focusing on securities, advisory, and insurance services, dedicating most of his time to this role. He is also the founder/president of Ali's Hope Foundation and president of Gallagher Group Wealth Management P.A., which involves insurance sales.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Merrimac Corporate Securities, INC.Broker
Signator Investors, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.