JG
John Gallagher
INTEGRATED WEALTHCARE
Kona, HI
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CRD#: 7718664
JG
Professional summary
John Gallagher is a registered financial advisor currently at INTEGRATED WEALTHCARE, LLC located in Kona, Hawaii.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. HAWAII EMERGENCY PHYSICIANS ASSOCIATED; NOT INVESTMENT RELATED; 407 ULUNIU ST, SUITE 411, P.O. BOX 1266; KAILUA, HI 96734; MEDICAL CARE; EMERGENCY PHYSICIAN; 06/2022; 126 HRS/MONTH; EMERGENCY MEDICINE AND CLINICAL CARE.
CRS (Client Relationship Summary) - RIA
Click below to view John Gallagher's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 1, 2024 - Present
INTEGRATED WEALTHCARE, LLC
RIA
CRD#: 312929
Kona, HI
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".
IW
INTEGRATED WEALTHCARE, LLC
INTEGRATED WEALTHCARE, LLC
CRD#: 312929 / SEC#: 801-121522
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Hawaii(5/1/2024)
Exams
Current Firm
IW
INTEGRATED WEALTHCARE, LLC
INTEGRATED WEALTHCARE, LLC
CRD#: 312929 / SEC#: 801-121522
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3100 Tower Blvd Ste 1660, Durham, NC 27707-6323
Mailing Address
Phone number
(866) 694-6292
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 712 |
| AUM (Assets Under Management) | $ 144,890,842 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/13/2025 | ||
| 09/30/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
