Tracy Lee Gallagher

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 12/2018 → Present
  Woodbury Financial Services
  Encino, CA
• 04/2016 → 12/2018
  Silber Bennett Financial
  Encino, CA
• 09/2019 → 01/2024
  Woodbury Financial Services Inc
  Woodland Hills, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Woodland Hills, CA

Previous Registrations

• 2020-02-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Woodland Hills, CA
  San Diego, CA
  Woodland Hills, CA

Other Businesses

1. TRUCHOICE FINANCIAL POSITION: Producer NATURE: Insurance - Life/Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2024 ADDRESS: 6100 De Soto Ave #1121, Woodland Hills CA 91367, United States DESCRIPTION: Life Insurance sales; Annuity sales

Exams

• S66 Uniform Combined State Law Examination
  2020-01-17

Other Names

• Tracy Lee Driggs