Jerry Ludwig, financial advisor Bryan TX
93 score

Jerry Ludwig

CRD Number: 1255480
Current Firm: Regal Advisory Services, Inc.

Jerry Ludwig (CRD# 1255480) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Bryan, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Securities Glenview, IL Jul 2012 - Current 4
Brokersxpress, LLC Chicago, IL Mar 2010 - Jul 2012 2
Gunnallen Financial Tampa, FL Nov 2000 - Mar 2010 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Jerry W. Ludwig
Phone Number: 877-488-6537
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $301,393
Compensation Options
  • A percentage of assets under your management
  • 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

AR, AZ, CA, CO, FL, IL, LA, MA, MI, MN, MS, NJ, NM, NV, NY, OH, OK, TN, TX, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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