Jerry LudwigCRD 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 33 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Element Retirement & Investment Consultants, LLC
Eagle Strategies LLC
|Regal Securities||Glenview, IL||Jul 2012 - Current||5|
|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|
Total Assets Under Management170MILLIONS
Total Number of Accounts564ACCOUNTS
Average Account Value$301,393
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IL, LA, MA, MI, MN, MS, NJ, NM, NV, NY, OH, OK, TN, TX, VT, WI