Gary DemeraCRD Number: 2995472
Current Firm: Rb Capital Management, LLC
Gary Demera (CRD# 2995472) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 19 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Blossom Wealth Management, LLC
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||Mar 2017 - Current||1|
|Rb Capital Management LLC||Burlingame, CA||Apr 2016 - Current||1|
|Dmk Enterprises, LP||Burlingame, CA||Jul 2005 - Current||12|
|Fsc Securities Corp||Atlanta, GA||Apr 2016 - Mar 2017||< 1|
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Apr 2016||3|
|Multi-financial Securities Corporation||Denver, CO||May 2012 - Dec 2012||< 1|
|Sloan Investment Advisors LLC||Fort Lee, NJ||Oct 2006 - May 2012||5|
|Sloan Securities Corp||Brisbane, CA||Oct 2004 - May 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management442MILLIONS
Total Number of Accounts1,382ACCOUNTS
Average Account Value$319,824
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, FL, MA, MT, NH, NV, TX, VT, WA
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