John Gallagher has been an investment adviser representative at Integrated Wealthcare since May 2024, and is not listed among the firm’s executive officers or direct owners. John Gallagher studied at Temple University.
Integrated Wealthcare, LLC is a Durham, NC firm with $218M under management, 143 clients and 4 advisers across 3 offices, as of its March 2026 filing.
John Gallagher is Lead Advisor of Integrated WealthCare. He is a physician, dual board-certified in Emergency Medicine and EMS Medicine, who has diversified his time to include financial planning for the physician community. He joined IWC in November 2021 after first becoming a client of the firm.
- Integrated Wealthcare, LLCCurrent– present · 2 yearsKona, HI · Adviser representative · Firm CRD 312929
Professional designations
Listed by Integrated Wealthcare
- Chartered Financial Consultant (ChFC)
- Fellow of the American College of Emergency Physicians (FACEP)
Investment adviser representative registrations
John Gallagher is registered as an investment adviser representative in Hawaii, since May 2024.
- HawaiiSince 1 May 2024
Examinations
No examinations are on John Gallagher’s record.
- CRD
- 7718664
- Firm
- Integrated Wealthcare · CRD 312929
- Office
- Kona, HI
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- iwcglobal.net
Where does John Gallagher work?
John Gallagher is an investment adviser representative registered through Integrated Wealthcare, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Gallagher a financial advisor?
Yes. John Gallagher has a current investment-adviser registration in Hawaii, through Integrated Wealthcare since May 2024.
How many years of experience does John Gallagher have?
John Gallagher has 2 years in the financial industry, since April 2024, across 1 adviser firm.
Where is John Gallagher based?
John Gallagher’s registered office is in Kona, HI.
Is John Gallagher registered with FINRA?
No. John Gallagher has no current broker registration.
How can I verify John Gallagher’s record?
Search CRD 7718664 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Gallagher’s full registration record.
