Evan Gerald, financial advisor Albuquerque NM

Evan Gerald

CRD Number: 6729426
Current Firm: Ulrich Investment Consultants

Evan Gerald (CRD# 6729426) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 4 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.

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Professional Designations
Company Name Location Dates Years
Ulrich Consulting Group Albuqerque, NM Nov 2016 - Current 5
Johnson Controls San Antonio, TX Sep 2009 - Oct 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Evan W. Gerald
Phone Number: 505-224-9100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States


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