Advisor at Allstate Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allstate Financial Advisors, LLC
Location
Reston, VA 20190-3360
Credentials
Series 63, Series 66
Industry experience
28 years
Terence Gallagher is a financial advisor with Allstate Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Prudential Insurance Company of America, and Lincoln Financial Advisors Corporation. He also operates The Gallagher Agency. Allstate Financial Advisors, LLC provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, primarily through recommending and monitoring third-party managers on the Fidelity Managed Account Xchange (FMAX) platform. The firm serves retail clients on a non-discretionary basis and is an indirect subsidiary of The Allstate Corporation.
$0 - $250,000: 0.50% to 1.50% annually $250,000 - $500,000: 0.50% to 1.35% annually $500,000 - $1,000,000: 0.50% to 1.25% annually $1,000,000 - $2,000,000: 0.50% to 1.15% annually $2,000,000 - $5,000,000: 0.50% to 1.00% annually $5,000,000+: 0.50% to 0.80% annually
Advisory Representatives receive commissions for sale of securities and other investment products; commission fees vary.
Account minimum: $50,000 Minimum fee: Minimum fee of 0.50% annually across all tiers
1760 Reston Pkwy Ste 411
Reston, VA 20190-3360
Virginia
Allstate FInancial Services, LLC
2026 - Present (1 year)
Allstate Financial Advisors, LLC
2026 - Present (1 year)
The Gallagher Agency
2024 - Present (2 years)
Allstate Insurance Co
2020 - Present (6 years)
Capital Insurance and Financial
2020 - Present (6 years)
Allstate Financial Advisors LLC
2020 - 2025 (5 years)
Allstate Financial Services LLC
2020 - 2025 (5 years)
Unemployed
2020 - 2020 (1 year)
Ameriprise Financial Services Inc
2018 - 2020 (2 years)
the Prudential Insurance Company of America
2017 - 2018 (1 year)
Pruco Securities LLc
2017 - 2018 (1 year)
UnEMPLOYED
2017 - 2017 (1 year)
LINCOLN FINANCIAL ADVISORS Corporation
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
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CFA®, Series 63
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Series 65
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CFP®, Series 63
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David N. Hainsworth, C.P.A., P.C.
Series 65
Vienna, VA
Solution Factory, LLC
Series 66
Falls Church, VA
POV Wealth LLC
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