Jeffrey Gater (CRD# 1391181) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Panama City, FL and has over 27 years of experience in the finance industry.
CRD# 6670715
Lpl Financial LLC
CRD# 2682409
Lpl Financial LLC
CRD# 1006989
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | Panama City, FL | May 2019 - Current | 4 |
| Jeff Gater Art | Panama City Beach, FL | Apr 2013 - Current | 11 |
| Envoy Advisory, Inc. | Colorado Springs, CO | Sep 2011 - May 2019 | 7 |
| Envoy Securities, LLC | Colorado Springs, CO | Sep 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- FL
-
Total Assets Under Management62MILLIONS
-
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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