Gerald NaberCRD Number: 5569818
Current Firm: Private Advisor Group, LLC
Gerald Naber (CRD# 5569818) is an Investment Advisor Representative working at Private Advisor Group, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Private Advisor Group, LLC||Morristown, NJ||Dec 2014 - Current||2|
|Lpl Financial LLC||Cincinnati, OH||Dec 2014 - Current||2|
|Money Concepts Capital Corp||Palm Beach Gardens, FL||Aug 2010 - Dec 2014||4|
|Foundation Financial Group||Cincinnati, OH||Jan 1999 - Dec 2014||15|
|Cherrywood Enterprise||Cincinnati, OH||Jan 1999 - Dec 2014||15|
|Investment Advisors International||Harrison, OH||Apr 2009 - Aug 2010||1|
|World Group Securities||Harrison, OH||Jul 2008 - Aug 2010||2|
|World Financial Group||Harrison, OH||Apr 2008 - Aug 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2009|
Total Assets Under Management10,642MILLIONS
Total Number of Accounts48,558ACCOUNTS
Average Account Value$219,167
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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.