Financial ADVSR advisor directory · SEC adviser records
Gallagher Fiduciary Advisors, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Gallagher Fiduciary Advisors, LLC office in California, by city and A to Z.
The short answer
10 registered advisors work at Gallagher Fiduciary Advisors, LLC in California, out of 101 nationwide; it's the firm's number 4 state by advisors, and the most are in Irvine (6). 1 list the CFP designation and 8 are also registered broker representatives.
Gallagher Fiduciary Advisors, LLC advisors by city in California
Every firm in California →Gallagher Fiduciary Advisors, LLC advisors in California, A to Z
Search by name →- Thomas A. BraileIrvine
- Douglas IgelIrvine
- Kristina P. KeckSan Francisco
- Jesus Lopez-CastanedaIrvine
- Edward J. Macphee IIISan Diego · Certified Financial Planner
- Wendy T. MartinezIrvine
- Kathleen A. NilssonSan Francisco
- Martha A. SpanoIrvine
- Elizabeth A. WinslettSan Francisco
- Kirk WolfIrvine
Gallagher Fiduciary Advisors, LLC advisors in every state →Gallagher Fiduciary Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Gallagher Fiduciary Advisors, LLC in other states
Illinois 20Texas 12Massachusetts 11North Carolina 7Louisiana 5Pennsylvania 5Washington 5Minnesota 4Connecticut 3Maryland 3New York 3
Questions
How many Gallagher Fiduciary Advisors, LLC financial advisors are in California?
10 investment adviser representatives are registered at Gallagher Fiduciary Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 101 at the firm nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.
Where in California does Gallagher Fiduciary Advisors, LLC have the most advisors?
Irvine, with 6, then San Francisco (3). Gallagher Fiduciary Advisors, LLC has advisors in 3 cities in California.
How do I check a Gallagher Fiduciary Advisors, LLC advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Gallagher Fiduciary Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.