Gerald Gallagher
Gerald Gallagher is a registered investment advisor at Wells Fargo Advisors, based in Beverly Hills, CA, with 26 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
433 N Camden Dr 9th & 12th Fls, Beverly Hills, CA, 90210
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
December 2002Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Barclays Capital INC.Broker
Barclays Capital INC.
Vision Investment Services, INC.Broker
Northern Trust Securities, INC.Broker
Northern Trust Securities, INC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
State Registrations27 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
More Advisors
- Jeffrey Smith, CFPWells Fargo Advisors
- John SeedallWells Fargo Advisors
- Michael MargiottaWells Fargo Advisors
- Mark DijamcoWells Fargo Advisors
- Ken NguyenWells Fargo Advisors
- Brent BodnerWells Fargo Advisors