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Gary Phillip Gallagher

15 Years of Experience
1 DisclosureMay Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
491 clients
Average Client Portfolio
$790K average
Assets Under Management
$388.0M

Fee Structure

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Location

20104 Valley Forge Circle, King of Prussia, PA, 19406

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History

Regulatory History (1)
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Customer Dispute
November 2022
Pending
Other 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
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Mutual Securities, INC.Broker
November 2016 - December 2022 · 6 yrs 1 mo
Voya Financial Advisors, INC.
May 2010 - October 2016 · 6 yrs 5 mos
Voya Financial Advisors, INC.Broker
February 2010 - October 2016 · 6 yrs 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.