Michael Justin Gallagher

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Clermont, FL

Previous Registrations

• 2007-07-12 → 2013-02-13
  Morgan Keegan & Company, Llc
  Winter Park, FL
  Winter Park, FL
  Orlando, FL
  Clermont, FL

Other Businesses

1) Garden City HOA - Minneola, FL Nature of the Business: Board Member/Officer/Director Position/Title: Officer - Secretary Investment Related: No Start Date: 10/31/2018 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: named to the neighborhood hoa. we meet once a month at night via conference call to talk about improvements in the community 2)Name of Business : Faith Neighborhood Center Address: Groveland, FL Nature of the Business: Board Member/Officer/Director Position/Title: Finance Committee Member Investment Related: Yes Start Date: 3/21/2019 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: attend monthly meeting. Review budget items 3)Name of Business : Wesley Christian Academy Address: Clermont, FL Nature of the Business: Board Member/Officer/Director Position/Title: Finance Committee Member Investment Related: Yes Start Date: 9/18/2019 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: I am the church representative of the finance company for the School board.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-09