Brendan Gallagher
Brendan Gallagher is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1580 Mclaughlin Run Rd Ste 119, Pittsburgh, PA, 15241
Get directionsHistory
Regulatory History (5)
Financial
May 2017Financial
January 2017Financial
January 2017Financial
December 2016Financial
December 2016Other Business Activities
Brendan operates Gallagher Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also has Gallagher Capital Corporation as a business entity for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations10 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.