Gerard Brass, financial advisor Colton CA

Gerard Brass

CRD Number: 6624439
Current Firm: Primerica Advisors

Gerard Brass (CRD# 6624439) is an Investment Advisor Representative working at Primerica Advisors in Colton, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Colton, CA Mar 2016 - Current 5
Primerica Financial Services Colton, CA Feb 2016 - Current 5
Translations Galore LLC Rancho Cucamonga, CA Jan 2011 - Current 10
Eastridge Workforce Solutions Cerritos, CA Mar 2017 - Nov 2017 < 1
Incorporate International Newark, DE Jan 2013 - Feb 2016 3
Australian Hospitality Skills & Re Dubai, Jun 2012 - Sep 2015 3
Ideanomics Global Dubai, Jan 2013 - Jun 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
S63 Uniform Securities State Law Examination Apr 2016
Contact Info for Gerard A. Brass
Phone Number: 800-544-5445
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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