Experience

Halleran Financial Group

• United States
• Investment Management
• 1 - 100 Employee

• President and CEO

  • May 2007 - Present

  Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Vice President, Investments

  • 1991 - 2007

  Asset Management and Financial Planning Mutual Fund Coordinator Estate Planning Coordinator Retirement Plan Consultant Insurance Coordinator Asset Management and Financial Planning Mutual Fund Coordinator Estate Planning Coordinator Retirement Plan Consultant Insurance Coordinator