Brett Gallagher

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 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

• 06/2011 → Present
  Principal Life Insurance Company
  Boise, ID
• 03/2016 → Present
  Royal Truth Financial, Llc
  Boise, ID
• 03/2016 → Present
  Principal Securities, Inc.
  Boise, ID

Other Businesses

**INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 04/01/2011 ADDRESS: 6071 S WALLFLOWER PL, Boise ID 83716, United States DESCRIPTION: Health, Life, Annuities, DI, LTC, Ancillary Group (Health, Life, LTC, DI, Ancillary). **ROYAL TRUTH FINANCIAL, LLC (DBA) POSITION: Royal Truth Financial NATURE: Business Consulting, DI/A&H Insurance, Fee-based Financial Planning, Financial Strategies/Needs Analysis, Group/Health Insurance, Life Insurance/Annuities, Mutual Funds/Securities/ VA / VL, Retirement plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 11/19/2024 ADDRESS: 6071 S WALLFLOWER PL, Boise ID 83716, United States DESCRIPTION: As President of Royal Truth Financial, LLC, I operate as a Financial Advisor and work with individuals and / or businesses on anything financially related to them or their business and could involve everything from advice to product offerings of my approved lines of securities and insurance related products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-14
• S63 Uniform Securities Agent State Law Examination
  2007-07-31

Other Names

• Brett Michael Gallagher