RG
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Richard Gallacher

8 Years of Experience
Salt Lake City, UT
BrokerSells Insurance

Richard Gallacher is a registered investment advisor at LPL Financial LLC, based in Salt Lake City, UT, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

95 S State St Ste 850, Salt Lake City, UT, 84111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Richard is affiliated with several entities related to his LPL business, including Stratos Wealth Partners and Whittenburg Wealth Partners. He also engages in non-variable insurance activities and dedicates full-time hours to his investment advisory services through Stratos Wealth Partners, LTD.

Employment History
Current Registrations
LPL Financial LLC
February 2026 - Present · 3 mos
Stratos Wealth Partners, LTD
December 2019 - Present · 6 yrs 5 mos
LPL Financial LLC
December 2019 - Present · 6 yrs 5 mos
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Lincoln Financial Advisors Corporation
June 2017 - December 2019 · 2 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
April 2017 - December 2019 · 2 yrs 8 mos
State Registrations17 states
AZCACOFLGAHIIDILKYMDNMOHORPATXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.