John Gallagher is a registered investment advisor at LPL Financial LLC, based in Marlton, NJ, with 45 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
601 Route 73 N Ste 301, Four Greentree Centre, Marlton, NJ, 08053
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Regulatory History (1)
Customer Dispute
July 1994Other Business Activities
John is involved with Costa Ventures LLC for tax/investment purposes, spending minimal time. He also uses Maverick Partners Wealth Management, LLC and GWP Holdings LLC (DBA: Gladstone Wealth Partners) as DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Janney Montgomery Scott INC.Broker
State Registrations32 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.