William F Gallagher
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets
Are you William F Gallagher? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2025 to now
- Zynergy Retirement PlanningJan 2021 to Mar 2025
- Facet WealthFeb 2020 to Jan 2021
- Millington Securities, Inc.Jan 2020 to Mar 2020
- AmazonMay 2019 to Nov 2019
- Foreside Fund Services, LLCJan 2017 to Dec 2019
- Quasar Distributors, LLCDec 2010 to Dec 2016
- Hartshorne GroupJul 2007 to Mar 2020
- Wbi InvestmentsJul 2007 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 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
- 4520337
- Firm CRD
- 116407