Gary Gallagher
Gary Gallagher is a registered investment advisor at Certior Financial Group, LLC, based in King of Prussia, PA, with 16 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 491 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Certior Financial Group's fee for managing your investments is a percentage of the value of your portfolio, up to a maximum of 1.2% per year. This fee is negotiable. If CFG uses a sub-adviser to manage your investments, you'll also pay a separate, non-negotiable sub-adviser fee. CFG may negotiate a lower fee based on factors such as the amount of assets managed. Fees are paid quarterly in advance.
Location
20104 Valley Forge Circle, King of Prussia, PA, 19406
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Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Gary is involved in several outside business activities, including being a member of a church committee, a CPA, a partner in an organic composting business, an independent insurance agent selling life, LTC, and fixed annuities, chairman of an education foundation, and sole member of G2 Financial Group, LLC. He dedicates nearly full-time hours to G2 Financial Group, LLC, which handles administrative operations and private investment transactions.
Employment History
Current Registrations
Certior Financial Group, LLC
Previous Registrations
Mutual Securities, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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.