Bruce Gekko, financial advisor Castro Valley CA
96 score

Bruce Gekko

CRD Number: 1372898
Current Firm: Allstate Financial Advisors, LLC

Bruce Gekko (CRD# 1372898) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Castro Valley, CA and has over 19 years of experience in the finance industry. Bruce Gekko 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.

Similar Advisors
Karl Mills, financial advisor Castro Valley CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor Castro Valley CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
William Martin, financial advisor Castro Valley CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Professional Designations
Company Name Location Dates Years
Castro Valley Insurance Agency Castro Valley, CA Sep 2011 - Current 5
Allstate Insurance Company Long Beach, CA Dec 2005 - Current 11
Wm Financial Services Torrance, CA Jun 2005 - Current 11
California Bank & Trust Gardena, CA Dec 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Bruce A. Gekko
Phone Number: 847-402-5296
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Bruce Gekko and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.