Parker
Gallagher

Allen Capital Management, LLC

CRD#7858490
Investment Advisor
in Vancouver, WA

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About this Advisor

Parker Gallagher is a financial advisor based in Vancouver, Washington, working with Allen Capital Management, LLC. Parker has previously held positions at Salem United Methodist Church, Campbell University, Lund-Fetterman School Of Business, Career, Campbell University, Lund-Fetterman School Of Business, Trust, Ashworth's Clothing Store, Creek Coffee, KS Bank, Inc, Wells Fargo, First Citizens Bank, Allen Trust Company/Allen Capital Management, Cape Fear High School, and Campbell University. Parker is registered to provide services in Oregon and Washington. Currently, Parker is part of Allen Capital Management, LLC, which operates out of Vancouver, Washington. The firm has 9 employees and manages assets totaling $179.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Allen Capital Management, LLC includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

701 Columbia St, Ste 104
Vancouver, WA 98660

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Allen Capital Management, LLC Brokerage Details

Total Assets Under Management

$179,326,644

WA Average: $3,566,627,242
Total Number of Employees

9

WA Average: 46
Total Number of Accounts

268

WA Average: 1,499
Average Account Size

$669,129

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Parker Gallagher Work History

2020 - Present (5 years)

Allen Trust Company/Allen Capital Management

2019 - 2019 (< 1 year)

First Citizens Bank

2018 - 2018 (< 1 year)

Wells Fargo

2017 - 2020 (3 years)

Campbell University, Lund-Fetterman School Of Business, Trust

2017 - 2017 (< 1 year)

Ks Bank, Inc

2016 - 2017 (1 year)

Campbell University, Lund-Fetterman School Of Business, Career

2016 - 2020 (4 years)

Creek Coffee

2015 - 2020 (5 years)

Ashworth'S Clothing Store

2015 - 2015 (< 1 year)

Cape Fear Highschool

2015 - 2020 (5 years)

Campbell University

2014 - 2015 (1 year)

Salem United Methodist Church

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Disclosures

Please visit the SEC profile of Parker Gallagher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allen Capital Management, LLC

Krystal Lee
Vancouver, WA
Parker Gallagher
Vancouver, WA
Clinton Mcgarvin
Vancouver, WA
Stuart Allen
Vancouver, WA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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