Gerard Boening, financial advisor Austin TX

Gerard Boening

CRD Number: 1883638
Current Firm: Markettrend Advisors, Ltd.

Gerard Boening (CRD# 1883638) is an Investment Advisor Representative working at Markettrend Advisors, Ltd. in Austin, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Markettrend Advisors Ltd Round Rock, TX Nov 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gerard A. Boening
Phone Number: 512-255-8722
Registered State(s):
  • CA
Current Firm Details
Markettrend Advisors, Ltd.
Firm's CRD Number: 132894
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $145,800
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NY, TX

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