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James William Gallagher

Sym Financial Advisors

Winona Lake, IN

Fort Wayne, IN

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Current Employers
Sym Financial Advisors

801 Park Ave, Winona Lake, IN 46590 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-02-03
  • IN RA
    APPROVED
    Since 2026-02-03

Branch Locations

801 Park Ave, Winona Lake, IN 46590 • United States

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sym Financial Advisors Fort Wayne IN 06/2018 Present
University Of Pennsylvania Philadelphia PA 08/2014 05/2018
  • 06/2018 → Present
    Sym Financial Advisors
    Fort Wayne, IN
  • 08/2014 → 05/2018
    University Of Pennsylvania
    Philadelphia, PA
Designations
Other Names
  • James Gallagher

View on SEC IAPD

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Other Investors

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Janae D O'Rourke
JERALD WILLIAM YEAGER
STEPHEN CHARLES YEAGER
RICHARD EDWARD HARRISON
BRIAN ERNEST SWINEHART
AUSTIN JOHNSON BURROWS
TYLER SCOTT OSTROM

Other Offices

EDWARD JONES · Winona Lake, IN
LPL FINANCIAL LLC · WINONA LAKE, IN
EDWARD JONES · WARSAW, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Warsaw, IN
INDEPENDENT FINANCIAL GROUP, LLC · WARSAW, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Warsaw, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WARSAW, IN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Warsaw, IN

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