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.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
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 |
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- CA
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Total Assets Under Management29MILLIONS
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Total Number of Accounts45ACCOUNTS
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Average Account Value$651,238
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CA
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