Henry Gerstenberger, financial advisor Akron OH
96 score

Henry Gerstenberger

CRD Number: 866239
Current Firm: Lpl Financial LLC

Henry Gerstenberger (CRD# 866239) is an Investment Advisor Representative working at Lpl Financial LLC in Akron, OH and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Akron, OH Sep 2013 - Current 3
Firstmerit Bank Akron, OH Nov 2007 - Current 9
Firstmerit Financial Services Akron, OH Aug 2010 - Sep 2013 3
Invest Financial Corp. Tampa, FL Jun 2008 - Jan 2010 1
Pnc Capital Markets, Inc. Pittsburgh, PA Jun 2001 - Oct 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1980
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Henry L. Gerstenberger
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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