James Gallagher (CRD# 5766671) is an Investment Advisor Representative working at Waterstone Financial Advisory LLC in Fort Myers, FL and has over 14 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Waterstone Financial Advisory LLC | Fort Myers, FL | Feb 2022 - Current | 2 |
J.w. Cole Financial, Inc. | Tampa, FL | Jul 2021 - Current | 2 |
J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2019 - Current | 5 |
Waterstone Tax Service, LLC | Fort Myers, FL | Nov 2011 - Current | 12 |
Stuart Software Solutions, LLC | Fort Myers, FL | Oct 2010 - Current | 13 |
Waterstone Financial LLC | Fort Meyers, FL | Mar 2010 - Current | 14 |
Global Financial Private Capital, LLC | Sarasota, FL | Feb 2009 - Apr 2019 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- FL
- TX
-
Total Assets Under Management181MILLIONS
-
Total Number of Accounts821ACCOUNTS
-
Average Account Value$220,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MI, NH, OH, PA, TX
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