Vincent Gallagher
Vincent Gallagher is a registered investment advisor at LPL Financial LLC, based in Bridgeport, OH, with 46 years of industry experience. Vincent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
300 Howard St. Ste 1, Bridgeport, OH, 43912
Get directionsHistory
Regulatory History (6)
Customer Dispute
August 2023Financial
November 2020Employment Separation After Allegations
March 2006Customer Dispute
March 2001Customer Dispute
April 1998Criminal
June 1997Other Business Activities
Vincent operates his LPL business through Pathway Growth Partners, LLC. This activity takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Hazlett, Burt & Watson, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations25 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.