Evan Gerald (CRD# 6729426) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 7 years of experience in the finance industry. Evan Gerald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ulrich Consulting And Investment Group, LLC | San Antonio, TX | Jan 2024 - Current | < 1 |
| Ulrich Consulting And Investment Group, LLC | Albuqerque, NM | Jan 2022 - Dec 2023 | 1 |
| Ulrich Consulting And Investment Group, LLC | Albuqerque, NM | Jan 2021 - Dec 2021 | < 1 |
| Ulrich Consulting Group | Albuqerque, NM | Nov 2016 - Dec 2020 | 4 |
| Johnson Controls | San Antonio, TX | Feb 2009 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- TX
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Total Assets Under Management3,279MILLIONS
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Total Number of Accounts999ACCOUNTS
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Average Account Value$3,282,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, ID, LA, NM, NV, OR, TX, WA
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