Victor Gersten, financial advisor San Diego CA

Victor Gersten

CRD Number: 6160946
Current Firm: Cross Border Wealth Advisors

Victor Gersten (CRD# 6160946) is an Investment Advisor Representative working at Cross Border Wealth Advisors in San Diego, CA and has over 10 years of experience in the finance industry. Victor Gersten 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.

Similar Advisors
Guillermo Adame, financial advisor San Diego CA
Guillermo D. Adame
CRD# 4903966
Western Wealth Management LLC
Similar Advisors
Javier Allen, financial advisor San Diego CA
Javier N. Allen
CRD# 5727391
Oneamerica Securities, Inc.
Similar Advisors
Erik Anderson, financial advisor San Diego CA
Erik C. Anderson
CRD# 3087085
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Iau Institute For American Universities San Diego, CA Oct 2022 - Current 1
Cross Border Wealth Advisors San Diego, CA Jun 2020 - Current 3
In House Support Services San Diego, CA Jan 2019 - Current 5
Gersten Rentals Inc. San Diego, CA May 2015 - Current 8
Origin Financial San Francisco, CA Jan 2021 - Mar 2021 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Jan 2019 - Jun 2020 1
Bank Of America, N.a. San Diego, CA Jan 2019 - Jun 2020 1
Xy Digital Financial Planning San Diego, CA Jun 2018 - Nov 2018 < 1
Cuso Financial Services, LP San Diego, CA Mar 2017 - May 2018 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Oct 2014 - Mar 2017 2
Bank Of America, N.a. San Diego, CA Oct 2014 - Mar 2017 2
Unionbanc Investment Services San Diego, CA Feb 2013 - Oct 2014 1
Union Bank San Diego, CA Dec 2011 - Sep 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Sep 2013
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 Victor E. Gersten
Phone Number: (858) 867-3160
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $651,238
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Victor Gersten and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.