Edward Joseph Macphee

Employer firm

Gallagher Fiduciary Advisors, LLC CRD 146509

$195B regulatory AUM 300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2007 → 09/2022
  Lpl Financial
  San Diego, CA
• 01/2024 → 09/2024
  Canter Wealth
  La Jolla, CA
• 09/2022 → 01/2024
  Fp Transitions
  Oswego, OR
• 11/2024 → Present
  Secure Investment Management
  Tucson, AZ
• 07/2026 → Present
  Gallagher Fiduciary Advisors, Llc
  San Diego, CA

Previous Registrations

• 2024-11-08 → 2026-08-14
  Secure Investment Management, Llc
  Tucson, AZ
  San Diego, CA
• 2024-02-07 → 2024-09-25
  Canter Wealth
  La Jolla, CA
• 2010-05-18 → 2022-09-29
  Lpl Financial Llc
  San Diego, CA

Other Businesses

(1) Name of Outside Business or Organization: Vacation Rental Address: 3985 Ingraham Street, San Diego, CA 92109 Title: Owner: Host Description of Outside Business or Organization: Vacation Rental Description of duties or responsibilities: Host Start Date (month.day/year): January 1, 2021 Hours devoted to OBA monthly: 0 during trading hrs./ 5 during non-trading hours (2 Name of Outside Business or Organization: Vacation Rental Address: 4528 Alabama Street, San Diego, CA 92115 Title: Owner: Host Description of Outside Business or Organization: Vacation Rental Description of duties or responsibilities: Host Start Date (month.day/year):June 1, 2023 Hours devoted to OBA monthly: 0 during trading hrs./ 5 during non-trading hours

Exams

• S66 Uniform Combined State Law Examination
  2010-05-17

Designations

• Certified Financial Planner

Other Names

• Edward Mac Phee
• Edward Joseph Mac Phee
• Eddie Macphee
• Edward Joseph Mac Phee