Gerald Marriner, financial advisor Boulder CO
96 score

Gerald Marriner

CRD Number: 1035729
Current Firm: Cetera Advisor Networks LLC

Gerald Marriner (CRD# 1035729) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Boulder, CO and has over 34 years of experience in the finance industry. Gerald Marriner 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
Cetera Advisor Networks LLC El Segundo, CT Sep 2013 - Current 3
Seniors Insurance Group, Inc. Boulder, CO Jan 1990 - Current 26
Summit Investor Services Inc. Indianapolis, IN Apr 1986 - Current 30
Summit Financial Advisors Corp Indianapolis, IN Aug 1985 - Current 31
Manufacturers Financial Services Group Indianapolis, IN Feb 1983 - Current 33
Walnut Street Securities, Inc. Boulder, CO Mar 1996 - Aug 2013 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
Contact Info for Gerald L. Marriner
Phone Number: 310-326-3100
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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