Stifel, Nicolaus &
47yrs
Top 1% by experience in Reno
16yrs
Robert Gallagher
Financial advisor at LPL Financial
Robert Gallagher is a fiduciary financial advisor in Reno, Nevada, with 16 years in the industry. Robert joined LPL Financial in 2023, after three years at Bancwest Investment Services and two years at Voya Investment Management. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 640 advisors with offices in Reno, and one of 602 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors in Nevada
Office4950 Kietzke Ln, Reno, NV 89509
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2020 – 2023Bancwest Investment Services, Inc.Previously
- 2016 – 2019Voya Investment Management Co. LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call LPL Financial at 704-733-3300 and ask for Robert Gallagher. Robert works from the Reno, NV office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2011, about 16 years. More experience than 51% of advisors in Nevada.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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