Joseph Raymond Gallagher
Investment adviser representative at Advocate Investing Services
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$186.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Advocate Investing ServicesMar 2005 to now
- LPL Financial, LLCMar 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (MD).
Advocate Investing Services
Legal name: Advocate Investing Services, LLC
$186.6MAssets managed
225Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2516132
- Firm CRD
- 273035