Scott Gershon (CRD# 5743249) is an Investment Advisor Representative working at Advice And Planning Services in Huntersville, NC and has over 11 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Huntersville, NC | Aug 2014 - Current | 9 |
| Tiaa-cref Individual & Institutional Services, LLC | Huntersville, NC | Aug 2014 - Current | 9 |
| Bank Of America, N.a. | Pennington, NJ | Jul 2014 - Aug 2014 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | May 2014 - Aug 2014 | < 1 |
| Nylife Securities LLC | Edison, NJ | Dec 2010 - May 2014 | 3 |
| New York Life Insurance Co | Edison, NJ | Dec 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- NC
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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