Bruce Gekko (CRD# 1372898) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Castro Valley, CA and has over 26 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ucla | Los Angeles, CA | Jan 2020 - Current | 4 |
| Castro Valley Insurance Agency | Castro Valley, CA | Sep 2011 - Current | 12 |
| Allstate Insurance Company | Long Beach, CA | Dec 2005 - Current | 18 |
| Wm Financial Services | Torrance, CA | Jun 2005 - Current | 18 |
| California Bank & Trust | Gardena, CA | Dec 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- CA
-
Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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