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PG

Parker M. Gallagher

SILVER OAK ADVISORY GROUP
PORTLAND, OR 97205-2217
Some features on this profile are disabled
CRD#: 7858490
PG

Professional summary

Parker Michael Gallagher is a registered financial advisor currently at SILVER OAK ADVISORY GROUP located in Portland, Oregon.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Parker has worked at 2 firms .

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Michael Gallagher's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 17, 2024 - Present

SILVER OAK ADVISORY GROUP

Office #1: 1130 Sw Morrison St Ste 312, Portland, OR 97205-2217
RIA
CRD#: 108298
PORTLAND, OR
Past

April 3, 2024 - January 7, 2025

ALLEN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 135147
Lake Oswego, OR

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".
SO
SILVER OAK ADVISORY GROUP
SILVER OAK ADVISORY GROUP | SILVER OAK ADVISORY GROUP, INC. | SILVER OAK ADVISORY GROUP OF OREGON INC

CRD#: 108298 / SEC#: 801-39897

RIA
Registered Investment Advisory firm - (9/13/1991 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
Oregon
(12/17/2024)

Exams

Current Firm

SO
SILVER OAK ADVISORY GROUP
SILVER OAK ADVISORY GROUP | SILVER OAK ADVISORY GROUP, INC. | SILVER OAK ADVISORY GROUP OF OREGON INC

CRD#: 108298 / SEC#: 801-39897

RIA
Registered Investment Advisory firm - (9/13/1991 Approved)
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Contact information

Main Address
1130 Sw Morrison St Ste 312, Portland, OR 97205-2217
Mailing Address
Phone number
(503) 242-1715
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (2/21/2025)

Regulatory assets under management

Total Number of Accounts717
AUM (Assets Under Management)$ 371,968,725

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.

Company Information

SILVER OAK ADVISORY GROUP

CRD#: 108298Portland, OR 97205-2217

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