Terence V. Gallagher

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CRD#: 2232775

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Terence V Gallagher, who also goes by Terry Gallagher, Terence VIncent Gallagher, Gallagaer Terry, was a registered financial professional .

Terence is a previously registered financial professional and started their career in finance in 1992. Terence had worked at 17 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Terry Gallagher | Terence Vincent Gallagher | Gallagaer Terry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ALLSTATE: THE GALLAGHER AGENCY POSITION: Exclusive Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 10 START DATE: 04/03/2023 ADDRESS: 1760 Reston Parkway, Suite 411, Reston VA 20190, United States DESCRIPTION: Exclusive Agent

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 20, 2020 - June 27, 2025

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Reston, VA

Past

August 20, 2020 - June 27, 2025

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

Reston, VA

Past

April 25, 2018 - February 26, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Leesburg, VA

Past

April 25, 2018 - February 26, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Leesburg, VA

Past

January 29, 2018 - April 18, 2018

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

VIENNA, VA

Past

August 31, 2017 - April 18, 2018

PRUCO SECURITIES, LLC.

CRD#: 5685

VIENNA, VA

Past

March 1, 2016 - May 23, 2017

OSAIC FA, INC.

RIA

CRD#: 3978

Frederick, MD

Past

March 1, 2016 - May 23, 2017

OSAIC FA, INC.

CRD#: 3978

Frederick, MD

Past

July 21, 2015 - March 1, 2016

CAPITAL ANALYSTS

RIA

CRD#: 162200

GAITHERSBURG, MD

Past

November 5, 2009 - March 1, 2016

LINCOLN INVESTMENT

RIA

CRD#: 519

GAITHERSBURG, MD

Past

September 17, 2008 - March 1, 2016

LINCOLN INVESTMENT

CRD#: 519

GAITHERSBURG, MD

Past

May 25, 2007 - March 5, 2008

VISION SECURITIES INC.

CRD#: 35001

PORT WASHINGTON, NY

Past

July 13, 2004 - February 1, 2007

VISION SECURITIES INC.

CRD#: 35001

MELVILLE, NY

Past

February 26, 2003 - July 7, 2004

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

January 18, 2001 - February 22, 2002

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

April 19, 2000 - January 8, 2001

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

July 30, 1999 - January 26, 2000

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

July 16, 1999 - January 26, 2000

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

April 14, 1998 - July 16, 1999

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

January 30, 1995 - May 13, 1996

R.W. SMITH & ASSOCIATES, LLC

CRD#: 16605

JERSEY CITY, NJ

Past

January 21, 1994 - December 31, 1994

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

March 15, 1993 - January 10, 1994

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Past

June 24, 1992 - February 24, 1993

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/4/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/22/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/17/2004

General Securities Principal Examination

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Terence V. Gallagher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

OSAIC FA, INC.

OSAIC FA, INC.

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

VISION SECURITIES INC.

VISION SECURITIES INC.

PARK AVENUE SECURITIES LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

GROVE POINT INVESTMENTS, LLC

R.W. SMITH & ASSOCIATES, LLC

THE ADVISORS GROUP, INC.

H.J. MEYERS & CO., INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2009

Series 63

Date: 5/22/1992

SIE

Date: 10/1/2018

Series 7

Date: 6/23/1992

Series 24

Date: 9/17/2004

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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