John Gallagher
Investment adviser representative at Integrated Wealthcare, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$218.2MFirm 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
11 years in the industry.
- Integrated Wealthcare, LLCMar 2023 to now
- Hawaii Emergency Physicians AssociatedJun 2022 to now
- Sound PhysiciansOct 2021 to May 2022
- VituityAug 2015 to Feb 2022
- Sedgwick CountyJun 2015 to Jun 2021
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (HI).
Integrated Wealthcare, LLC
$218.2MAssets managed
143Clients
3Advisers
5 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
- 7718664
- Firm CRD
- 312929